DWM

Dopkins Wealth Management’s Linde LIN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-557	Closed	-$244K	–	81
2024 Q2	$244K	Buy	557 +57	+11%	+$25K	0.15%	68
2024 Q1	$232K	Buy	+500	New	+$232K	0.14%	66