CWA
CM Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
450
| – | – | 0.06% | 80 |
|
|
2025
Q1 | $210K | Buy |
+450
| New | +$210K | 0.07% | 82 |
|
|
2024
Q4 | – | Sell |
-462
| Closed | -$220K | – | 85 |
|
|
2024
Q3 | $220K | Buy |
+462
| New | +$220K | 0.07% | 83 |
|
|
2024
Q2 | – | Sell |
-707
| Closed | -$304K | – | 132 |
|
|
2024
Q1 | $304K | Buy |
+707
| New | +$304K | 0.09% | 134 |
|
|
2023
Q3 | – | Sell |
-707
| Closed | -$275K | – | 130 |
|
|
2023
Q2 | $275K | Buy |
+707
| New | +$275K | 0.09% | 116 |
|