PPWM
PFG Private Wealth Management’s Linde LIN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-30
| Closed | -$14K | – | 161 |
|
2025
Q1 | $14K | Buy |
+30
| New | +$14K | 0.01% | 128 |
|
2022
Q4 | – | Sell |
-874
| Closed | -$236K | – | 391 |
|
2022
Q3 | $236K | Buy |
874
+29
| +3% | +$7.83K | 0.16% | 42 |
|
2022
Q2 | $243K | Buy |
845
+25
| +3% | +$7.19K | 0.14% | 47 |
|
2022
Q1 | $262K | Buy |
+820
| New | +$262K | 0.13% | 55 |
|