Modera Wealth Management’s Linde LIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $588K | Buy |
1,254
+153
| +14% | +$71.8K | 0.01% | 417 |
|
2025
Q1 | $513K | Sell |
1,101
-144
| -12% | -$67K | 0.01% | 429 |
|
2024
Q4 | $521K | Buy |
1,245
+187
| +18% | +$78.3K | 0.01% | 428 |
|
2024
Q3 | $505K | Sell |
1,058
-353
| -25% | -$168K | 0.01% | 411 |
|
2024
Q2 | $619K | Buy |
1,411
+33
| +2% | +$14.5K | 0.01% | 359 |
|
2024
Q1 | $640K | Buy |
1,378
+4
| +0.3% | +$1.86K | 0.01% | 363 |
|
2023
Q4 | $564K | Sell |
1,374
-41
| -3% | -$16.8K | 0.01% | 359 |
|
2023
Q3 | $527K | Sell |
1,415
-393
| -22% | -$146K | 0.01% | 355 |
|
2023
Q2 | $689K | Buy |
+1,808
| New | +$689K | 0.01% | 339 |
|
2022
Q3 | – | Sell |
-830
| Closed | -$239K | – | 331 |
|
2022
Q2 | $239K | Sell |
830
-25
| -3% | -$7.2K | 0.01% | 290 |
|
2022
Q1 | $273K | Sell |
855
-3,013
| -78% | -$962K | 0.01% | 298 |
|
2021
Q4 | $1.34M | Buy |
+3,868
| New | +$1.34M | 0.05% | 145 |
|