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Heritage Wealth Management (Ohio)’s Linde LIN Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$352K Sell
751
-165
-18% -$77.4K 0.11% 171
2025
Q1 		$427K Hold
916
– – 0.15% 153
2024
Q4 		$384K Hold
916
– – 0.13% 161
2024
Q3 		$437K Sell
916
-165
-15% -$78.7K 0.14% 150
2024
Q2 		$471K Buy
+1,081
New +$471K 0.16% 136