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