SWM
Segment Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
31,154
+150
| +0.5% | +$70.4K | 0.93% | 40 |
|
|
2025
Q1 | $14.4M | Buy |
31,004
+575
| +2% | +$268K | 0.98% | 34 |
|
|
2024
Q4 | $12.7M | Buy |
30,429
+193
| +0.6% | +$80.8K | 0.87% | 46 |
|
|
2024
Q3 | $14.4M | Buy |
30,236
+563
| +2% | +$268K | 0.99% | 40 |
|
|
2024
Q2 | $13M | Buy |
29,673
+2,406
| +9% | +$1.06M | 0.96% | 40 |
|
|
2024
Q1 | $12.7M | Buy |
27,267
+26,287
| +2,682% | +$12.2M | 0.96% | 40 |
|
|
2023
Q4 | $402K | Buy |
+980
| New | +$402K | 0.04% | 188 |
|
|
2022
Q1 | – | Sell |
-578
| Closed | -$200K | – | 257 |
|
|
2021
Q4 | $200K | Buy |
+578
| New | +$200K | 0.02% | 247 |
|