EP Wealth Advisors’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $2.52M | Sell |
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|
2024
Q3 | $3.09M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $988K | Sell |
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|
2023
Q3 | $905K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $699K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $960K | Buy |
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|
2021
Q4 | $929K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $208K | Buy |
|