Waldron Private Wealth’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Sell
1,220
-48
-4% -$22.5K 0.03% 180
2025
Q1
$590K Sell
1,268
-1,741
-58% -$811K 0.03% 172
2024
Q4
$1.26M Buy
3,009
+20
+0.7% +$8.37K 0.05% 140
2024
Q3
$1.43M Buy
2,989
+169
+6% +$80.6K 0.06% 128
2024
Q2
$1.24M Sell
2,820
-295
-9% -$129K 0.06% 136
2024
Q1
$1.45M Buy
3,115
+33
+1% +$15.3K 0.07% 123
2023
Q4
$1.27M Sell
3,082
-8
-0.3% -$3.29K 0.06% 133
2023
Q3
$1.15M Sell
3,090
-54
-2% -$20.1K 0.06% 135
2023
Q2
$1.2M Buy
3,144
+72
+2% +$27.4K 0.06% 132
2023
Q1
$1.09M Buy
3,072
+687
+29% +$244K 0.05% 154
2022
Q4
$642K Hold
2,385
0.04% 211
2022
Q3
$642K Buy
2,385
+75
+3% +$20.2K 0.04% 211
2022
Q2
$664K Buy
2,310
+156
+7% +$44.8K 0.04% 210
2022
Q1
$688K Buy
2,154
+78
+4% +$24.9K 0.04% 221
2021
Q4
$719K Hold
2,076
0.04% 216
2021
Q3
$609K Buy
2,076
+1,372
+195% +$402K 0.04% 203
2021
Q2
$203K Sell
704
-55
-7% -$15.9K 0.01% 320
2021
Q1
$212K Buy
+759
New +$212K 0.01% 289
2020
Q4
Sell
-1,067
Closed -$254K 301
2020
Q3
$254K Buy
1,067
+31
+3% +$7.38K 0.02% 227
2020
Q2
$219K Sell
1,036
-180
-15% -$38.1K 0.02% 233
2020
Q1
$210K Sell
1,216
-103
-8% -$17.8K 0.02% 216
2019
Q4
$280K Buy
1,319
+47
+4% +$9.98K 0.03% 214
2019
Q3
$246K Buy
+1,272
New +$246K 0.03% 217