Carson Wealth (CWM LLC)’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
11,417
+233
| +2% | +$109K | 0.02% | 564 |
|
|
2025
Q1 | $5.21M | Buy |
11,184
+758
| +7% | +$353K | 0.02% | 522 |
|
|
2024
Q4 | $4.37M | Buy |
10,426
+23
| +0.2% | +$9.63K | 0.02% | 510 |
|
|
2024
Q3 | $4.96M | Buy |
10,403
+639
| +7% | +$305K | 0.02% | 441 |
|
|
2024
Q2 | $4.28M | Buy |
9,764
+452
| +5% | +$198K | 0.02% | 450 |
|
|
2024
Q1 | $4.32M | Buy |
9,312
+297
| +3% | +$138K | 0.02% | 448 |
|
|
2023
Q4 | $3.7M | Buy |
9,015
+526
| +6% | +$216K | 0.02% | 451 |
|
|
2023
Q3 | $3.16M | Buy |
8,489
+546
| +7% | +$203K | 0.02% | 451 |
|
|
2023
Q2 | $3.03M | Buy |
7,943
+913
| +13% | +$348K | 0.02% | 442 |
|
|
2023
Q1 | $2.5M | Buy |
7,030
+514
| +8% | +$183K | 0.02% | 444 |
|
|
2022
Q4 | $2.13M | Buy |
6,516
+1,501
| +30% | +$490K | 0.02% | 435 |
|
|
2022
Q3 | $1.35M | Buy |
5,015
+588
| +13% | +$159K | 0.01% | 482 |
|
|
2022
Q2 | $1.27M | Buy |
4,427
+1,830
| +70% | +$526K | 0.01% | 506 |
|
|
2022
Q1 | $829K | Buy |
2,597
+178
| +7% | +$56.8K | 0.01% | 606 |
|
|
2021
Q4 | $838K | Buy |
+2,419
| New | +$838K | 0.01% | 615 |
|
|
2021
Q2 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2021
Q1 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2020
Q4 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2020
Q3 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2020
Q2 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2020
Q1 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2019
Q4 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2019
Q3 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2019
Q2 | $334K | Hold |
1,156
| – | – | ﹤0.01% | 762 |
|
|
2019
Q1 | $334K | Buy |
1,156
+468
| +68% | +$135K | ﹤0.01% | 762 |
|
|
2018
Q4 | $107K | Buy |
+688
| New | +$107K | ﹤0.01% | 714 |
|