Concord Wealth Partners’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Buy
939
+73
+8% +$34.2K 0.06% 155
2025
Q1
$403K Sell
866
-3,859
-82% -$1.8M 0.07% 155
2024
Q4
$1.98M Buy
4,725
+196
+4% +$82.1K 0.32% 69
2024
Q3
$2.16M Buy
4,529
+291
+7% +$139K 0.36% 63
2024
Q2
$1.86M Buy
4,238
+437
+11% +$192K 0.33% 67
2024
Q1
$1.77M Buy
3,801
+812
+27% +$377K 0.32% 73
2023
Q4
$1.23M Buy
2,989
+1,032
+53% +$424K 0.25% 81
2023
Q3
$729K Buy
1,957
+1,074
+122% +$400K 0.15% 94
2023
Q2
$336K Buy
883
+416
+89% +$158K 0.07% 139
2023
Q1
$166K Buy
467
+173
+59% +$61.4K 0.05% 188
2022
Q4
$95.8K Buy
+294
New +$95.8K 0.03% 262
2022
Q3
Sell
-478
Closed -$137K 700
2022
Q2
$137K Hold
478
0.04% 216
2022
Q1
$153K Buy
478
+121
+34% +$38.7K 0.04% 225
2021
Q4
$124K Buy
357
+325
+1,016% +$113K 0.03% 281
2021
Q3
$9K Sell
32
-94
-75% -$26.4K ﹤0.01% 484
2021
Q2
$36K Buy
126
+89
+241% +$25.4K 0.01% 397
2021
Q1
$10K Buy
+37
New +$10K ﹤0.01% 586