AWM
Aries Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
2,385
-4
| -0.2% | -$1.88K | 0.29% | 82 |
|
|
2025
Q1 | $1.11M | Buy |
2,389
+372
| +18% | +$173K | 0.3% | 82 |
|
|
2024
Q4 | $844K | Sell |
2,017
-30
| -1% | -$12.6K | 0.23% | 99 |
|
|
2024
Q3 | $976K | Sell |
2,047
-57
| -3% | -$27.2K | 0.27% | 85 |
|
|
2024
Q2 | $923K | Buy |
2,104
+57
| +3% | +$25K | 0.29% | 83 |
|
|
2024
Q1 | $950K | Buy |
2,047
+75
| +4% | +$34.8K | 0.31% | 84 |
|
|
2023
Q4 | $810K | Buy |
1,972
+16
| +0.8% | +$6.57K | 0.29% | 83 |
|
|
2023
Q3 | $742K | Buy |
1,956
+140
| +8% | +$53.1K | 0.29% | 86 |
|
|
2023
Q2 | $692K | Sell |
1,816
-222
| -11% | -$84.6K | 0.27% | 96 |
|
|
2023
Q1 | $721K | Sell |
2,038
-144
| -7% | -$50.9K | 0.3% | 86 |
|
|
2022
Q4 | $712K | Hold |
2,182
| – | – | 0.31% | 85 |
|
|
2022
Q3 | $649K | Buy |
2,182
+126
| +6% | +$37.5K | 0.29% | 84 |
|
|
2022
Q2 | $591K | Buy |
+2,056
| New | +$591K | 0.27% | 90 |
|
|
2022
Q1 | – | Sell |
-2,086
| Closed | -$723K | – | 153 |
|
|
2021
Q4 | $723K | Sell |
2,086
-40
| -2% | -$13.9K | 0.28% | 83 |
|
|
2021
Q3 | $624K | Sell |
2,126
-18
| -0.8% | -$5.28K | 0.26% | 89 |
|
|
2021
Q2 | $620K | Buy |
2,144
+17
| +0.8% | +$4.92K | 0.27% | 90 |
|
|
2021
Q1 | $606K | Buy |
2,127
+763
| +56% | +$217K | 0.27% | 84 |
|
|
2020
Q4 | $369K | Buy |
1,364
+66
| +5% | +$17.9K | 0.18% | 107 |
|
|
2020
Q3 | $309K | Buy |
1,298
+10
| +0.8% | +$2.38K | 0.18% | 108 |
|
|
2020
Q2 | $273K | Buy |
+1,288
| New | +$273K | 0.17% | 112 |
|
|
2020
Q1 | – | Sell |
-1,052
| Closed | -$215K | – | 144 |
|
|
2019
Q4 | $215K | Sell |
1,052
-256
| -20% | -$52.3K | 0.13% | 141 |
|
|
2019
Q3 | $254K | Sell |
1,308
-234
| -15% | -$45.4K | 0.17% | 120 |
|
|
2019
Q2 | $312K | Hold |
1,542
| – | – | 0.22% | 106 |
|
|
2019
Q1 | $271K | Buy |
+1,542
| New | +$271K | 0.2% | 110 |
|