LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
3,079
-112
| -4% | -$52.5K | 0.01% | 139 |
|
|
2025
Q1 | $1.43M | Sell |
3,191
-198
| -6% | -$88.7K | 0.01% | 137 |
|
|
2024
Q4 | $1.49M | Buy |
3,389
+143
| +4% | +$62.8K | 0.01% | 144 |
|
|
2024
Q3 | $1.54M | Sell |
3,246
-335
| -9% | -$159K | 0.01% | 141 |
|
|
2024
Q2 | $1.6M | Sell |
3,581
-38
| -1% | -$16.9K | 0.01% | 125 |
|
|
2024
Q1 | $1.62M | Sell |
3,619
-33
| -0.9% | -$14.8K | 0.02% | 121 |
|
|
2023
Q4 | $1.48M | Sell |
3,652
-20
| -0.5% | -$8.1K | 0.01% | 130 |
|
|
2023
Q3 | $1.43M | Sell |
3,672
-50
| -1% | -$19.5K | 0.02% | 127 |
|
|
2023
Q2 | $1.42M | Sell |
3,722
-35
| -0.9% | -$13.3K | 0.02% | 133 |
|
|
2023
Q1 | $1.34M | Buy |
3,757
+150
| +4% | +$53.3K | 0.02% | 134 |
|
|
2022
Q4 | $1.18M | Sell |
3,607
-71
| -2% | -$23.2K | 0.01% | 142 |
|
|
2022
Q3 | $992K | Sell |
3,678
-3
| -0.1% | -$809 | 0.01% | 146 |
|
|
2022
Q2 | $1.06M | Buy |
3,681
+155
| +4% | +$44.6K | 0.01% | 151 |
|
|
2022
Q1 | $1.13M | Buy |
3,526
+1,087
| +45% | +$347K | 0.01% | 149 |
|
|
2021
Q4 | $845K | Hold |
2,439
| – | – | 0.01% | 189 |
|
|
2021
Q3 | $716K | Sell |
2,439
-72
| -3% | -$21.1K | 0.01% | 192 |
|
|
2021
Q2 | $726K | Buy |
2,511
+254
| +11% | +$73.4K | 0.01% | 193 |
|
|
2021
Q1 | $632K | Sell |
2,257
-120
| -5% | -$33.6K | 0.01% | 193 |
|
|
2020
Q4 | $626K | Buy |
2,377
+289
| +14% | +$76.1K | 0.01% | 187 |
|
|
2020
Q3 | $497K | Buy |
2,088
+528
| +34% | +$126K | 0.01% | 188 |
|
|
2020
Q2 | $331K | Hold |
1,560
| – | – | ﹤0.01% | 209 |
|
|
2020
Q1 | $270K | Sell |
1,560
-970
| -38% | -$168K | ﹤0.01% | 217 |
|
|
2019
Q4 | $539K | Hold |
2,530
| – | – | 0.01% | 197 |
|
|
2019
Q3 | $490K | Sell |
2,530
-645
| -20% | -$125K | 0.01% | 199 |
|
|
2019
Q2 | $638K | Buy |
3,175
+1,310
| +70% | +$263K | 0.01% | 180 |
|
|
2019
Q1 | $328K | Sell |
1,865
-1,516
| -45% | -$267K | 0.01% | 216 |
|
|
2018
Q4 | $528K | Buy |
+3,381
| New | +$528K | 0.01% | 193 |
|