AWM
Axxcess Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Sell |
15,767
-745
| -5% | -$350K | 0.17% | 110 |
|
|
2025
Q1 | $7.69M | Buy |
16,512
+20
| +0.1% | +$9.31K | 0.2% | 91 |
|
|
2024
Q4 | $6.9M | Sell |
16,492
-144
| -0.9% | -$60.3K | 0.17% | 106 |
|
|
2024
Q3 | $7.93M | Buy |
16,636
+983
| +6% | +$469K | 0.19% | 90 |
|
|
2024
Q2 | $6.87M | Buy |
15,653
+1,501
| +11% | +$659K | 0.18% | 99 |
|
|
2024
Q1 | $6.57M | Buy |
14,152
+473
| +3% | +$220K | 0.18% | 101 |
|
|
2023
Q4 | $5.62M | Buy |
13,679
+1,921
| +16% | +$789K | 0.16% | 120 |
|
|
2023
Q3 | $4.38M | Buy |
11,758
+6,728
| +134% | +$2.5M | 0.15% | 120 |
|
|
2023
Q2 | $1.92M | Buy |
5,030
+1,230
| +32% | +$469K | 0.14% | 138 |
|
|
2023
Q1 | $1.35M | Buy |
3,800
+699
| +23% | +$248K | 0.1% | 183 |
|
|
2022
Q4 | $1.01M | Buy |
3,101
+35
| +1% | +$11.4K | 0.08% | 222 |
|
|
2022
Q3 | $827K | Buy |
3,066
+3
| +0.1% | +$809 | 0.08% | 216 |
|
|
2022
Q2 | $881K | Buy |
3,063
+667
| +28% | +$192K | 0.08% | 203 |
|
|
2022
Q1 | $765K | Buy |
2,396
+535
| +29% | +$171K | 0.06% | 266 |
|
|
2021
Q4 | $645K | Buy |
+1,861
| New | +$645K | 0.05% | 304 |
|