MSWM
Mowery & Schoenfeld Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.8K | Hold |
185
| – | – | 0.13% | 85 |
|
|
2025
Q1 | $86.1K | Hold |
185
| – | – | 0.17% | 91 |
|
|
2024
Q4 | $77.5K | Buy |
185
+84
| +83% | +$35.2K | 0.15% | 86 |
|
|
2024
Q3 | $48.2K | Hold |
101
| – | – | 0.08% | 100 |
|
|
2024
Q2 | $44.3K | Buy |
+101
| New | +$44.3K | 0.06% | 104 |
|