FWA
FSM Wealth Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
788
+102
| +15% | +$47.9K | 0.06% | 189 |
|
|
2025
Q1 | $319K | Buy |
686
+167
| +32% | +$77.8K | 0.07% | 149 |
|
|
2024
Q4 | $224K | Buy |
519
+10
| +2% | +$4.32K | 0.05% | 171 |
|
|
2024
Q3 | $243K | Buy |
+509
| New | +$243K | 0.06% | 155 |
|
|
2024
Q2 | – | Sell |
-437
| Closed | -$203K | – | 166 |
|
|
2024
Q1 | $203K | Buy |
+437
| New | +$203K | 0.07% | 162 |
|