FMWA
Forvis Mazars Wealth Advisors’s Linde LIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-636
| Closed | -$266K | – | 412 |
|
2024
Q4 | $266K | Sell |
636
-50
| -7% | -$20.9K | 0.01% | 385 |
|
2024
Q3 | $327K | Sell |
686
-212
| -24% | -$101K | 0.01% | 372 |
|
2024
Q2 | $394K | Buy |
898
+190
| +27% | +$83.4K | 0.01% | 322 |
|
2024
Q1 | $329K | Buy |
708
+46
| +7% | +$21.4K | 0.01% | 337 |
|
2023
Q4 | $272K | Sell |
662
-194
| -23% | -$79.7K | 0.01% | 344 |
|
2023
Q3 | $319K | Buy |
856
+14
| +2% | +$5.21K | 0.01% | 322 |
|
2023
Q2 | $321K | Sell |
842
-7
| -0.8% | -$2.67K | 0.01% | 348 |
|
2023
Q1 | $302K | Buy |
849
+3
| +0.4% | +$1.07K | 0.01% | 333 |
|
2022
Q4 | $276K | Buy |
+846
| New | +$276K | 0.01% | 338 |
|
2021
Q1 | – | Sell |
-1,887
| Closed | -$497K | – | 323 |
|
2020
Q4 | $497K | Buy |
1,887
+125
| +7% | +$32.9K | 0.02% | 227 |
|
2020
Q3 | $420K | Buy |
1,762
+63
| +4% | +$15K | 0.02% | 222 |
|
2020
Q2 | $360K | Buy |
1,699
+303
| +22% | +$64.2K | 0.02% | 229 |
|
2020
Q1 | $242K | Buy |
1,396
+319
| +30% | +$55.3K | 0.02% | 253 |
|
2019
Q4 | $229K | Buy |
+1,077
| New | +$229K | 0.02% | 267 |
|