MWM
Moran Wealth Management’s Linde LIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.9M | Sell |
70,115
-902
| -1% | -$423K | 1.01% | 14 |
|
2025
Q1 | $33.1M | Sell |
71,017
-1,443
| -2% | -$672K | 1.11% | 13 |
|
2024
Q4 | $30.3M | Sell |
72,460
-701
| -1% | -$293K | 0.97% | 18 |
|
2024
Q3 | $34.9M | Sell |
73,161
-2,381
| -3% | -$1.14M | 1.07% | 14 |
|
2024
Q2 | $33.1M | Sell |
75,542
-1,822
| -2% | -$800K | 1.09% | 13 |
|
2024
Q1 | $35.9M | Sell |
77,364
-3,338
| -4% | -$1.55M | 1.16% | 12 |
|
2023
Q4 | $33.1M | Buy |
80,702
+2,609
| +3% | +$1.07M | 1.18% | 12 |
|
2023
Q3 | $29.1M | Sell |
78,093
-2,496
| -3% | -$929K | 1.13% | 14 |
|
2023
Q2 | $30.7M | Buy |
80,589
+1,608
| +2% | +$613K | 1.15% | 13 |
|
2023
Q1 | $27.8M | Buy |
78,981
+377
| +0.5% | +$133K | 1.05% | 15 |
|
2022
Q4 | $25.6M | Buy |
+78,604
| New | +$25.6M | 0.97% | 20 |
|