CWM
Compass Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42
| Closed | -$19.6K | – | 290 |
|
|
2025
Q1 | $19.6K | Hold |
42
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $17.6K | Hold |
42
| – | – | ﹤0.01% | 327 |
|
|
2024
Q3 | $20K | Hold |
42
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $18.4K | Hold |
42
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $19.5K | Hold |
42
| – | – | ﹤0.01% | 323 |
|
|
2023
Q4 | $15.6K | Hold |
42
| – | – | ﹤0.01% | 326 |
|
|
2023
Q3 | $15.6K | Buy |
42
+13
| +45% | +$4.84K | ﹤0.01% | 332 |
|
|
2023
Q2 | $11.1K | Hold |
29
| – | – | ﹤0.01% | 350 |
|
|
2023
Q1 | $10.2K | Hold |
29
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $9.46K | Buy |
+29
| New | +$9.46K | ﹤0.01% | 356 |
|