EP Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
11,231
+4,207
| +60% | +$1.97M | 0.03% | 256 |
|
|
2025
Q1 | $3.27M | Buy |
7,024
+1,014
| +17% | +$472K | 0.03% | 279 |
|
|
2024
Q4 | $2.52M | Sell |
6,010
-470
| -7% | -$197K | 0.02% | 324 |
|
|
2024
Q3 | $3.09M | Buy |
6,480
+4,017
| +163% | +$1.92M | 0.03% | 281 |
|
|
2024
Q2 | $1.08M | Buy |
2,463
+124
| +5% | +$54.4K | 0.01% | 376 |
|
|
2024
Q1 | $1.09M | Sell |
2,339
-67
| -3% | -$31.1K | 0.01% | 366 |
|
|
2023
Q4 | $988K | Sell |
2,406
-26
| -1% | -$10.7K | 0.01% | 362 |
|
|
2023
Q3 | $905K | Buy |
+2,432
| New | +$905K | 0.01% | 352 |
|
|
2023
Q1 | – | Sell |
-2,143
| Closed | -$699K | – | 678 |
|
|
2022
Q4 | $699K | Buy |
+2,143
| New | +$699K | 0.01% | 332 |
|
|
2022
Q3 | – | Sell |
-2,452
| Closed | -$705K | – | 499 |
|
|
2022
Q2 | $705K | Sell |
2,452
-552
| -18% | -$159K | 0.02% | 315 |
|
|
2022
Q1 | $960K | Buy |
3,004
+323
| +12% | +$103K | 0.02% | 278 |
|
|
2021
Q4 | $929K | Buy |
2,681
+1,434
| +115% | +$497K | 0.02% | 267 |
|
|
2021
Q3 | $366K | Buy |
1,247
+529
| +74% | +$155K | 0.01% | 390 |
|
|
2021
Q2 | $208K | Buy |
+718
| New | +$208K | 0.01% | 508 |
|