LWAM
Legacy Wealth Asset Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Sell |
6,820
-245
| -3% | -$115K | 0.81% | 13 |
|
|
2025
Q1 | $3.29M | Buy |
7,065
+239
| +4% | +$111K | 0.91% | 13 |
|
|
2024
Q4 | $2.86M | Sell |
6,826
-68
| -1% | -$28.5K | 0.78% | 14 |
|
|
2024
Q3 | $3.29M | Sell |
6,894
-227
| -3% | -$108K | 0.88% | 13 |
|
|
2024
Q2 | $3.12M | Sell |
7,121
-989
| -12% | -$434K | 0.88% | 15 |
|
|
2024
Q1 | $3.77M | Buy |
8,110
+96
| +1% | +$44.6K | 1.05% | 11 |
|
|
2023
Q4 | $3.29M | Buy |
8,014
+1,561
| +24% | +$641K | 1.08% | 8 |
|
|
2023
Q3 | $2.4M | Sell |
6,453
-334
| -5% | -$124K | 0.88% | 11 |
|
|
2023
Q2 | $2.59M | Sell |
6,787
-398
| -6% | -$152K | 0.9% | 12 |
|
|
2023
Q1 | $2.55M | Buy |
7,185
+75
| +1% | +$26.7K | 0.92% | 12 |
|
|
2022
Q4 | $2.32M | Sell |
7,110
-620
| -8% | -$202K | 0.88% | 13 |
|
|
2022
Q3 | $2.08M | Sell |
7,730
-378
| -5% | -$102K | 0.91% | 10 |
|
|
2022
Q2 | $2.33M | Buy |
8,108
+360
| +5% | +$103K | 0.95% | 14 |
|
|
2022
Q1 | $2.48M | Buy |
7,748
+1,363
| +21% | +$435K | 0.88% | 14 |
|
|
2021
Q4 | $2.21M | Buy |
6,385
+2,042
| +47% | +$707K | 0.75% | 17 |
|
|
2021
Q3 | $1.27M | Buy |
4,343
+156
| +4% | +$45.8K | 0.58% | 30 |
|
|
2021
Q2 | $1.21M | Sell |
4,187
-173
| -4% | -$50K | 0.54% | 38 |
|
|
2021
Q1 | $1.22M | Sell |
4,360
-825
| -16% | -$231K | 0.56% | 30 |
|
|
2020
Q4 | $1.37M | Buy |
+5,185
| New | +$1.37M | 0.69% | 19 |
|