DWM
Diversify Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
2,979
+382
| +15% | +$181K | 0.09% | 222 |
|
|
2025
Q1 | $1.17M | Buy |
2,597
+349
| +16% | +$157K | 0.09% | 223 |
|
|
2024
Q4 | $931K | Buy |
2,248
+416
| +23% | +$172K | 0.07% | 231 |
|
|
2024
Q3 | $875K | Buy |
1,832
+63
| +4% | +$30.1K | 0.08% | 214 |
|
|
2024
Q2 | $784K | Buy |
+1,769
| New | +$784K | 0.1% | 195 |
|