GeoWealth Management’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$953K Sell
2,031
-95
-4% -$44.6K 0.04% 269
2025
Q1
$990K Sell
2,126
-670
-24% -$312K 0.04% 266
2024
Q4
$1.17M Sell
2,796
-331
-11% -$139K 0.04% 270
2024
Q3
$1.49M Sell
3,127
-152
-5% -$72.5K 0.05% 229
2024
Q2
$1.44M Buy
3,279
+298
+10% +$131K 0.06% 206
2024
Q1
$1.38M Buy
2,981
+892
+43% +$414K 0.05% 234
2023
Q4
$858K Buy
+2,089
New +$858K 0.07% 232