CWS
Confluence Wealth Services’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
2,743
+11
| +0.4% | +$5.16K | 0.07% | 144 |
|
|
2025
Q1 | $1.22M | Buy |
2,732
+1,194
| +78% | +$535K | 0.08% | 129 |
|
|
2024
Q4 | $678K | Sell |
1,538
-394
| -20% | -$174K | 0.04% | 193 |
|
|
2024
Q3 | $921K | Sell |
1,932
-717
| -27% | -$342K | 0.07% | 153 |
|
|
2024
Q2 | $1.16M | Buy |
2,649
+488
| +23% | +$214K | 0.09% | 131 |
|
|
2024
Q1 | $1M | Buy |
2,161
+197
| +10% | +$91.5K | 0.09% | 127 |
|
|
2023
Q4 | $807K | Buy |
1,964
+166
| +9% | +$68.2K | 0.09% | 139 |
|
|
2023
Q3 | $669K | Buy |
1,798
+113
| +7% | +$42.1K | 0.13% | 122 |
|
|
2023
Q2 | $642K | Buy |
1,685
+9
| +0.5% | +$3.43K | 0.14% | 124 |
|
|
2023
Q1 | $596K | Buy |
1,676
+15
| +0.9% | +$5.33K | 0.14% | 130 |
|
|
2022
Q4 | $542K | Buy |
1,661
+14
| +0.9% | +$4.57K | 0.14% | 128 |
|
|
2022
Q3 | $444K | Sell |
1,647
-12
| -0.7% | -$3.24K | 0.19% | 138 |
|
|
2022
Q2 | $507K | Buy |
1,659
+8
| +0.5% | +$2.45K | 0.22% | 148 |
|
|
2022
Q1 | $527K | Buy |
+1,651
| New | +$527K | 0.19% | 137 |
|