Smallwood Wealth Investment Management’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $282K | Sell |
605
-22
| -4% | -$10.3K | 0.18% | 63 |
|
|
2024
Q4 | $262K | Sell |
627
-200
| -24% | -$83.7K | 0.18% | 65 |
|
|
2024
Q3 | $394K | Hold |
827
| – | – | 0.28% | 52 |
|
|
2024
Q2 | $363K | Hold |
827
| – | – | 0.28% | 52 |
|
|
2024
Q1 | $384K | Buy |
827
+50
| +6% | +$23.2K | 0.3% | 51 |
|
|
2023
Q4 | $319K | Hold |
777
| – | – | 0.26% | 52 |
|
|
2023
Q3 | $289K | Hold |
777
| – | – | 0.26% | 50 |
|
|
2023
Q2 | $296K | Buy |
+777
| New | +$296K | 0.26% | 51 |
|