PWM
Prentice Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
1,452
-45
| -3% | -$21.1K | 0.18% | 64 |
|
|
2025
Q1 | $697K | Buy |
1,497
+50
| +3% | +$23.3K | 0.2% | 61 |
|
|
2024
Q4 | $606K | Buy |
1,447
+80
| +6% | +$33.5K | 0.18% | 69 |
|
|
2024
Q3 | $652K | Buy |
1,367
+23
| +2% | +$11K | 0.19% | 62 |
|
|
2024
Q2 | $590K | Buy |
1,344
+28
| +2% | +$12.3K | 0.19% | 61 |
|
|
2024
Q1 | $611K | Buy |
1,316
+87
| +7% | +$40.4K | 0.21% | 64 |
|
|
2023
Q4 | $505K | Buy |
1,229
+18
| +1% | +$7.39K | 0.2% | 64 |
|
|
2023
Q3 | $451K | Buy |
1,211
+9
| +0.7% | +$3.35K | 0.2% | 61 |
|
|
2023
Q2 | $458K | Buy |
1,202
+155
| +15% | +$59.1K | 0.21% | 64 |
|
|
2023
Q1 | $372K | Buy |
1,047
+58
| +6% | +$20.6K | 0.18% | 70 |
|
|
2022
Q4 | $323K | Buy |
989
+99
| +11% | +$32.3K | 0.16% | 72 |
|
|
2022
Q3 | $240K | Buy |
890
+93
| +12% | +$25.1K | 0.13% | 85 |
|
|
2022
Q2 | $229K | Buy |
+797
| New | +$229K | 0.23% | 42 |
|
|
2021
Q4 | – | Sell |
-346
| Closed | -$102K | – | 212 |
|
|
2021
Q3 | $102K | Buy |
346
+2
| +0.6% | +$590 | 0.05% | 143 |
|
|
2021
Q2 | $99K | Buy |
344
+161
| +88% | +$46.3K | 0.05% | 139 |
|
|
2021
Q1 | $51K | Buy |
+183
| New | +$51K | 0.03% | 171 |
|