MWM
Marietta Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
23,399
+560
| +2% | +$263K | 1.43% | 21 |
|
|
2025
Q1 | $10.6M | Buy |
22,839
+627
| +3% | +$292K | 1.56% | 21 |
|
|
2024
Q4 | $9.3M | Buy |
22,212
+292
| +1% | +$122K | 1.33% | 24 |
|
|
2024
Q3 | $10.5M | Buy |
21,920
+525
| +2% | +$250K | 1.52% | 19 |
|
|
2024
Q2 | $9.39M | Sell |
21,395
-29
| -0.1% | -$12.7K | 1.46% | 19 |
|
|
2024
Q1 | $9.95M | Buy |
21,424
+159
| +0.7% | +$73.8K | 1.64% | 15 |
|
|
2023
Q4 | $8.73M | Sell |
21,265
-354
| -2% | -$145K | 1.56% | 17 |
|
|
2023
Q3 | $8.05M | Sell |
21,619
-822
| -4% | -$306K | 1.6% | 15 |
|
|
2023
Q2 | $8.55M | Buy |
+22,441
| New | +$8.55M | 1.61% | 13 |
|
|
2023
Q1 | – | Sell |
-23,571
| Closed | -$7.69M | – | 111 |
|
|
2022
Q4 | $7.69M | Sell |
23,571
-251
| -1% | -$81.9K | 1.74% | 9 |
|
|
2022
Q3 | $6.42M | Buy |
23,822
+616
| +3% | +$166K | 1.6% | 18 |
|
|
2022
Q2 | $6.67M | Buy |
23,206
+712
| +3% | +$205K | 1.61% | 16 |
|
|
2022
Q1 | $7.19M | Buy |
22,494
+464
| +2% | +$148K | 1.5% | 22 |
|
|
2021
Q4 | $7.63M | Buy |
22,030
+641
| +3% | +$222K | 1.53% | 20 |
|
|
2021
Q3 | $6.28M | Buy |
21,389
+1,048
| +5% | +$307K | 1.37% | 25 |
|
|
2021
Q2 | $5.88M | Buy |
20,341
+2,337
| +13% | +$676K | 1.33% | 26 |
|
|
2021
Q1 | $5.04M | Buy |
18,004
+1,272
| +8% | +$356K | 1.26% | 27 |
|
|
2020
Q4 | $4.41M | Buy |
16,732
+681
| +4% | +$179K | 1.21% | 30 |
|
|
2020
Q3 | $3.82M | Sell |
16,051
-322
| -2% | -$76.7K | 1.19% | 30 |
|
|
2020
Q2 | $3.47M | Buy |
16,373
+620
| +4% | +$132K | 1.19% | 34 |
|
|
2020
Q1 | $2.73M | Buy |
15,753
+702
| +5% | +$121K | 1.06% | 41 |
|
|
2019
Q4 | $3.2M | Buy |
15,051
+605
| +4% | +$129K | 1.06% | 43 |
|
|
2019
Q3 | $2.8M | Buy |
14,446
+890
| +7% | +$172K | 1.02% | 48 |
|
|
2019
Q2 | $2.72M | Buy |
13,556
+454
| +3% | +$91.2K | 1.06% | 46 |
|
|
2019
Q1 | $2.31M | Buy |
13,102
+1,537
| +13% | +$270K | 0.95% | 51 |
|
|
2018
Q4 | $1.81M | Buy |
+11,565
| New | +$1.81M | 0.86% | 50 |
|