Institute for Wealth 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 | $473K | Hold |
1,008
| – | – | 0.05% | 327 |
|
|
2025
Q1 | $469K | Hold |
1,008
| – | – | 0.06% | 304 |
|
|
2024
Q4 | $422K | Sell |
1,008
-32
| -3% | -$13.4K | 0.05% | 321 |
|
|
2024
Q3 | $496K | Sell |
1,040
-39
| -4% | -$18.6K | 0.06% | 297 |
|
|
2024
Q2 | $474K | Sell |
1,079
-3
| -0.3% | -$1.32K | 0.06% | 290 |
|
|
2024
Q1 | $502K | Buy |
1,082
+95
| +10% | +$44.1K | 0.06% | 286 |
|
|
2023
Q4 | $405K | Sell |
987
-51
| -5% | -$20.9K | 0.07% | 300 |
|
|
2023
Q3 | $387K | Hold |
1,038
| – | – | 0.07% | 292 |
|
|
2023
Q2 | $396K | Sell |
1,038
-49
| -5% | -$18.7K | 0.07% | 300 |
|
|
2023
Q1 | $386K | Buy |
1,087
+26
| +2% | +$9.24K | 0.07% | 300 |
|
|
2022
Q4 | $346K | Buy |
1,061
+76
| +8% | +$24.8K | 0.07% | 321 |
|
|
2022
Q3 | $266K | Hold |
985
| – | – | 0.06% | 361 |
|
|
2022
Q2 | $283K | Hold |
985
| – | – | 0.06% | 404 |
|
|
2022
Q1 | $315K | Hold |
985
| – | – | 0.05% | 407 |
|
|
2021
Q4 | $341K | Buy |
985
+13
| +1% | +$4.5K | 0.06% | 349 |
|
|
2021
Q3 | $285K | Hold |
972
| – | – | 0.05% | 388 |
|
|
2021
Q2 | $281K | Buy |
972
+38
| +4% | +$11K | 0.05% | 387 |
|
|
2021
Q1 | $262K | Buy |
+934
| New | +$262K | 0.05% | 382 |
|