CWM
Congress Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
44,181
+1,513
| +4% | +$710K | 0.2% | 123 |
|
|
2025
Q1 | $19.9M | Buy |
42,668
+3,390
| +9% | +$1.58M | 0.24% | 110 |
|
|
2024
Q4 | $16.4M | Buy |
39,278
+1,198
| +3% | +$502K | 0.23% | 131 |
|
|
2024
Q3 | $18.2M | Buy |
38,080
+203
| +0.5% | +$96.8K | 0.24% | 115 |
|
|
2024
Q2 | $16.6M | Buy |
37,877
+575
| +2% | +$252K | 0.26% | 100 |
|
|
2024
Q1 | $17.3M | Sell |
37,302
-328
| -0.9% | -$152K | 0.3% | 87 |
|
|
2023
Q4 | $15.5M | Sell |
37,630
-212
| -0.6% | -$87.1K | 0.28% | 93 |
|
|
2023
Q3 | $14.1M | Buy |
37,842
+2,141
| +6% | +$797K | 0.29% | 83 |
|
|
2023
Q2 | $13.6M | Buy |
35,701
+458
| +1% | +$175K | 0.32% | 84 |
|
|
2023
Q1 | $12.5M | Buy |
35,243
+33,817
| +2,371% | +$12M | 0.3% | 89 |
|
|
2022
Q4 | $465K | Buy |
1,426
+46
| +3% | +$15K | 0.01% | 415 |
|
|
2022
Q3 | $373K | Hold |
1,380
| – | – | 0.01% | 436 |
|
|
2022
Q2 | $397K | Sell |
1,380
-135
| -9% | -$38.8K | 0.01% | 437 |
|
|
2022
Q1 | $484K | Sell |
1,515
-486
| -24% | -$155K | 0.01% | 447 |
|
|
2021
Q4 | $693K | Buy |
+2,001
| New | +$693K | 0.01% | 416 |
|