MGWM
Marks Group Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Buy |
2,028
+12
| +0.6% | +$5.63K | 0.09% | 181 |
|
|
2025
Q1 | $939K | Sell |
2,016
-126
| -6% | -$58.7K | 0.09% | 185 |
|
|
2024
Q4 | $897K | Sell |
2,142
-572
| -21% | -$239K | 0.09% | 175 |
|
|
2024
Q3 | $1.29M | Sell |
2,714
-114
| -4% | -$54.4K | 0.12% | 161 |
|
|
2024
Q2 | $1.24M | Sell |
2,828
-208
| -7% | -$91.3K | 0.13% | 157 |
|
|
2024
Q1 | $1.41M | Sell |
3,036
-104
| -3% | -$48.3K | 0.15% | 144 |
|
|
2023
Q4 | $1.29M | Sell |
3,140
-369
| -11% | -$152K | 0.15% | 148 |
|
|
2023
Q3 | $1.31M | Sell |
3,509
-20
| -0.6% | -$7.45K | 0.16% | 144 |
|
|
2023
Q2 | $1.34M | Sell |
3,529
-351
| -9% | -$134K | 0.16% | 143 |
|
|
2023
Q1 | $1.38M | Buy |
3,880
+118
| +3% | +$41.9K | 0.18% | 140 |
|
|
2022
Q4 | $1.23M | Sell |
3,762
-1,083
| -22% | -$353K | 0.17% | 143 |
|
|
2022
Q3 | $1.31M | Sell |
4,845
-311
| -6% | -$83.9K | 0.2% | 134 |
|
|
2022
Q2 | $1.48M | Sell |
5,156
-84
| -2% | -$24.2K | 0.21% | 128 |
|
|
2022
Q1 | $1.67M | Buy |
5,240
+1,175
| +29% | +$375K | 0.21% | 119 |
|
|
2021
Q4 | $1.39M | Buy |
4,065
+1,889
| +87% | +$645K | 0.17% | 134 |
|
|
2021
Q3 | $634K | Buy |
2,176
+1,311
| +152% | +$382K | 0.09% | 186 |
|
|
2021
Q2 | $250K | Buy |
865
+84
| +11% | +$24.3K | 0.03% | 231 |
|
|
2021
Q1 | $221K | Buy |
+781
| New | +$221K | 0.03% | 229 |
|
|
2020
Q4 | – | Sell |
-929
| Closed | -$221K | – | 261 |
|
|
2020
Q3 | $221K | Buy |
+929
| New | +$221K | 0.04% | 220 |
|