PWM
PBMares Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
442
-26
| -6% | -$12.2K | 0.04% | 179 |
|
|
2025
Q1 | $218K | Buy |
+468
| New | +$218K | 0.04% | 181 |
|
|
2024
Q4 | – | Sell |
-466
| Closed | -$222K | – | 200 |
|
|
2024
Q3 | $222K | Hold |
466
| – | – | 0.05% | 179 |
|
|
2024
Q2 | $204K | Buy |
466
+6
| +1% | +$2.63K | 0.05% | 175 |
|
|
2024
Q1 | $214K | Buy |
+460
| New | +$214K | 0.06% | 170 |
|
|
2022
Q2 | – | Sell |
-628
| Closed | -$201K | – | 162 |
|
|
2022
Q1 | $201K | Hold |
628
| – | – | 0.12% | 148 |
|
|
2021
Q4 | $218K | Buy |
+628
| New | +$218K | 0.09% | 145 |
|