EFS
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Essex Financial Services’s Linde LIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.53M Sell
3,263
-39
-1% -$18.3K 0.1% 185
2025
Q1
$1.54M Buy
3,302
+89
+3% +$41.4K 0.11% 171
2024
Q4
$1.35M Buy
3,213
+9
+0.3% +$3.77K 0.1% 186
2024
Q3
$1.54M Sell
3,204
-173
-5% -$83.4K 0.11% 173
2024
Q2
$1.51M Buy
3,377
+464
+16% +$208K 0.11% 174
2024
Q1
$1.35M Buy
2,913
+152
+6% +$70.6K 0.12% 167
2023
Q4
$1.13M Buy
2,761
+83
+3% +$34.1K 0.12% 171
2023
Q3
$997K Buy
2,678
+73
+3% +$27.2K 0.12% 176
2023
Q2
$993K Sell
2,605
-19
-0.7% -$7.24K 0.11% 174
2023
Q1
$931K Buy
2,624
+806
+44% +$286K 0.1% 190
2022
Q4
$592K Sell
1,818
-15
-0.8% -$4.88K 0.06% 248
2022
Q3
$494K Buy
1,833
+10
+0.5% +$2.7K 0.06% 256
2022
Q2
$524K Sell
1,823
-161
-8% -$46.3K 0.06% 265
2022
Q1
$634K Sell
1,984
-769
-28% -$246K 0.06% 255
2021
Q4
$954K Sell
2,753
-1,368
-33% -$474K 0.09% 203
2021
Q3
$1.21M Buy
4,121
+2,566
+165% +$753K 0.14% 160
2021
Q2
$436K Hold
1,555
0.06% 258
2021
Q1
$436K Buy
1,555
+162
+12% +$45.4K 0.08% 212
2020
Q4
$367K Buy
1,393
+275
+25% +$72.5K 0.07% 222
2020
Q3
$266K Buy
+1,118
New +$266K 0.07% 228
2019
Q1
Sell
-1,831
Closed -$286K 248
2018
Q4
$286K Buy
+1,831
New +$286K 0.09% 181