Philip James Wealth Mangement’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Buy
453
+20
+5% +$9.39K 0.03% 164
2025
Q1
$202K Sell
433
-223
-34% -$104K 0.02% 164
2024
Q4
$275K Buy
656
+2
+0.3% +$837 0.04% 140
2024
Q3
$312K Buy
654
+101
+18% +$48.2K 0.04% 122
2024
Q2
$243K Sell
553
-146
-21% -$64.1K 0.16% 60
2024
Q1
$325K Buy
+699
New +$325K 0.23% 47