EWM
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Evercore Wealth Management’s Linde LIN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$843K Buy
1,797
+18
+1% +$8.45K 0.01% 224
2025
Q1
$828K Sell
1,779
-82
-4% -$38.2K 0.01% 231
2024
Q4
$779K Buy
1,861
+45
+2% +$18.8K 0.01% 233
2024
Q3
$866K Hold
1,816
0.01% 229
2024
Q2
$797K Sell
1,816
-3
-0.2% -$1.32K 0.01% 235
2024
Q1
$845K Sell
1,819
-26
-1% -$12.1K 0.01% 231
2023
Q4
$758K Sell
1,845
-7
-0.4% -$2.88K 0.01% 237
2023
Q3
$690K Buy
1,852
+37
+2% +$13.8K 0.01% 237
2023
Q2
$692K Hold
1,815
0.01% 243
2023
Q1
$645K Sell
1,815
-183
-9% -$65K 0.01% 248
2022
Q4
$652K Buy
1,998
+38
+2% +$12.4K 0.01% 249
2022
Q3
$528K Hold
1,960
0.01% 253
2022
Q2
$564K Sell
1,960
-100
-5% -$28.8K 0.01% 253
2022
Q1
$658K Hold
2,060
0.01% 259
2021
Q4
$714K Hold
2,060
0.01% 254
2021
Q3
$604K Hold
2,060
0.01% 267
2021
Q2
$596K Buy
2,060
+59
+3% +$17.1K 0.01% 275
2021
Q1
$561K Buy
2,001
+37
+2% +$10.4K 0.01% 278
2020
Q4
$517K Buy
1,964
+76
+4% +$20K 0.01% 283
2020
Q3
$450K Sell
1,888
-68
-3% -$16.2K 0.01% 276
2020
Q2
$415K Sell
1,956
-92
-4% -$19.5K 0.01% 279
2020
Q1
$354K Sell
2,048
-553
-21% -$95.6K 0.01% 275
2019
Q4
$553K Buy
2,601
+544
+26% +$116K 0.01% 268
2019
Q3
$398K Buy
2,057
+455
+28% +$88K 0.01% 294
2019
Q2
$322K Sell
1,602
-232
-13% -$46.6K 0.01% 330
2019
Q1
$323K Sell
1,834
-244
-12% -$43K 0.01% 321
2018
Q4
$325K Buy
+2,078
New +$325K 0.01% 296