Kingswood Wealth Advisors, LLC LINDE PLC Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Number of Shares
1,188
Previous 3,544 66.48%
Holding current value
$497 Million
Previous $1.69 Billion 70.57%
% of portfolio
0.04%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
N/A
-2,356 Reduced 66.48%
1,188 $497 Million
Q3 2024

Oct 21, 2024
SELL
N/A
-79 Reduced 2.18%
3,544 $1.69 Billion
Q2 2024

Jul 09, 2024
SELL
N/A
-15 Reduced 0.41%
3,623 $1.59 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
97 Added 2.74%
3,638 $1.69 Billion
Q4 2023

Jan 16, 2024
BUY
N/A
1,524 Added 75.56%
3,541 $1.45 Billion
Q3 2023

Oct 23, 2023
BUY
N/A
2,017 New
2,017 $751 Million
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