MWM
Mattern Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
2,616
-35
| -1% | -$16.4K | 0.26% | 56 |
|
|
2025
Q1 | $1.23M | Sell |
2,651
-555
| -17% | -$258K | 0.27% | 59 |
|
|
2024
Q4 | $1.34M | Sell |
3,206
-375
| -10% | -$157K | 0.3% | 59 |
|
|
2024
Q3 | $1.71M | Sell |
3,581
-4,162
| -54% | -$1.98M | 0.38% | 56 |
|
|
2024
Q2 | $3.4M | Sell |
7,743
-948
| -11% | -$416K | 0.82% | 34 |
|
|
2024
Q1 | $4.04M | Sell |
8,691
-33
| -0.4% | -$15.3K | 0.98% | 25 |
|
|
2023
Q4 | $3.58M | Buy |
8,724
+531
| +6% | +$218K | 0.92% | 27 |
|
|
2023
Q3 | $3.05M | Buy |
8,193
+1,201
| +17% | +$447K | 0.89% | 28 |
|
|
2023
Q2 | $2.66M | Buy |
6,992
+860
| +14% | +$328K | 0.78% | 33 |
|
|
2023
Q1 | $2.18M | Buy |
6,132
+523
| +9% | +$186K | 0.72% | 40 |
|
|
2022
Q4 | $1.83M | Buy |
5,609
+11
| +0.2% | +$3.59K | 0.74% | 49 |
|
|
2022
Q3 | $1.51M | Buy |
5,598
+181
| +3% | +$48.8K | 0.61% | 50 |
|
|
2022
Q2 | $1.56M | Sell |
5,417
-214
| -4% | -$61.5K | 0.61% | 51 |
|
|
2022
Q1 | $1.8M | Buy |
5,631
+916
| +19% | +$293K | 0.59% | 51 |
|
|
2021
Q4 | $1.63M | Buy |
4,715
+29
| +0.6% | +$10K | 0.48% | 52 |
|
|
2021
Q3 | $1.38M | Sell |
4,686
-92
| -2% | -$27K | 0.46% | 61 |
|
|
2021
Q2 | $1.39M | Sell |
4,778
-167
| -3% | -$48.4K | 0.44% | 64 |
|
|
2021
Q1 | $1.39M | Sell |
4,945
-890
| -15% | -$249K | 0.49% | 53 |
|
|
2020
Q4 | $1.54M | Buy |
5,835
+155
| +3% | +$40.9K | 0.58% | 49 |
|
|
2020
Q3 | $1.35M | Buy |
5,680
+249
| +5% | +$59.3K | 0.58% | 53 |
|
|
2020
Q2 | $1.15M | Buy |
5,431
+564
| +12% | +$120K | 0.56% | 56 |
|
|
2020
Q1 | $842K | Buy |
4,867
+145
| +3% | +$25.1K | 0.61% | 54 |
|
|
2019
Q4 | $1.01M | Buy |
+4,722
| New | +$1.01M | 0.6% | 66 |
|