LWMM
Legacy Wealth Management (Mississippi)’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Hold |
1,418
| – | – | 0.2% | 55 |
|
|
2025
Q1 | $660K | Hold |
1,418
| – | – | 0.22% | 57 |
|
|
2024
Q4 | $594K | Sell |
1,418
-205
| -13% | -$85.8K | 0.24% | 61 |
|
|
2024
Q3 | $774K | Sell |
1,623
-120
| -7% | -$57.2K | 0.28% | 59 |
|
|
2024
Q2 | $765K | Hold |
1,743
| – | – | 0.32% | 48 |
|
|
2024
Q1 | $809K | Sell |
1,743
-35
| -2% | -$16.3K | 0.36% | 48 |
|
|
2023
Q4 | $730K | Hold |
1,778
| – | – | 0.35% | 51 |
|
|
2023
Q3 | $662K | Sell |
1,778
-76
| -4% | -$28.3K | 0.34% | 52 |
|
|
2023
Q2 | $707K | Sell |
1,854
-13
| -0.7% | -$4.95K | 0.35% | 52 |
|
|
2023
Q1 | $657K | Hold |
1,867
| – | – | 0.36% | 51 |
|
|
2022
Q4 | $609K | Sell |
1,867
-38
| -2% | -$12.4K | 0.36% | 51 |
|
|
2022
Q3 | $514K | Sell |
1,905
-869
| -31% | -$234K | 0.35% | 55 |
|
|
2022
Q2 | $798K | Hold |
2,774
| – | – | 0.48% | 56 |
|
|
2022
Q1 | $886K | Buy |
2,774
+59
| +2% | +$18.8K | 0.46% | 57 |
|
|
2021
Q4 | $941K | Buy |
2,715
+7
| +0.3% | +$2.43K | 0.48% | 52 |
|
|
2021
Q3 | $794K | Hold |
2,708
| – | – | 0.43% | 59 |
|
|
2021
Q2 | $783K | Hold |
2,708
| – | – | 0.43% | 54 |
|
|
2021
Q1 | $759K | Sell |
2,708
-44
| -2% | -$12.3K | 0.46% | 56 |
|
|
2020
Q4 | $725K | Hold |
2,752
| – | – | 0.46% | 54 |
|
|
2020
Q3 | $655K | Buy |
2,752
+32
| +1% | +$7.62K | 0.45% | 56 |
|
|
2020
Q2 | $577K | Buy |
2,720
+178
| +7% | +$37.8K | 0.44% | 63 |
|
|
2020
Q1 | $440K | Buy |
+2,542
| New | +$440K | 0.41% | 67 |
|