Integrated Wealth Concepts’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Buy
8,501
+304
+4% +$143K 0.04% 389
2025
Q1
$3.82M Buy
8,197
+65
+0.8% +$30.3K 0.04% 379
2024
Q4
$3.4M Buy
8,132
+844
+12% +$353K 0.04% 393
2024
Q3
$3.48M Buy
7,288
+106
+1% +$50.6K 0.04% 373
2024
Q2
$3.15M Buy
7,182
+452
+7% +$198K 0.04% 374
2024
Q1
$3.13M Buy
6,730
+409
+6% +$190K 0.05% 378
2023
Q4
$2.6M Buy
6,321
+472
+8% +$194K 0.04% 389
2023
Q3
$2.18M Buy
5,849
+118
+2% +$43.9K 0.04% 425
2023
Q2
$2.18M Buy
5,731
+1,516
+36% +$578K 0.04% 428
2023
Q1
$1.5M Sell
4,215
-5,203
-55% -$1.85M 0.03% 487
2022
Q4
$3.07M Sell
9,418
-750
-7% -$245K 0.08% 225
2022
Q3
$2.74M Sell
10,168
-19
-0.2% -$5.12K 0.09% 216
2022
Q2
$2.93M Buy
10,187
+1,333
+15% +$383K 0.09% 204
2022
Q1
$2.83M Buy
8,854
+490
+6% +$157K 0.09% 205
2021
Q4
$2.9M Buy
8,364
+785
+10% +$272K 0.09% 202
2021
Q3
$2.22M Buy
7,579
+785
+12% +$230K 0.07% 228
2021
Q2
$1.96M Buy
6,794
+360
+6% +$104K 0.07% 223
2021
Q1
$1.8M Buy
6,434
+782
+14% +$219K 0.07% 198
2020
Q4
$1.49M Buy
5,652
+159
+3% +$41.9K 0.07% 189
2020
Q3
$1.31M Buy
5,493
+314
+6% +$74.8K 0.08% 174
2020
Q2
$1.1M Buy
5,179
+835
+19% +$177K 0.08% 160
2020
Q1
$752K Buy
4,344
+806
+23% +$140K 0.07% 169
2019
Q4
$753K Buy
+3,538
New +$753K 0.06% 195