WMA
Wealth Management Associates’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,176
| Closed | -$492K | – | 216 |
|
|
2024
Q4 | $492K | Hold |
1,176
| – | – | 0.21% | 93 |
|
|
2024
Q3 | $561K | Buy |
1,176
+7
| +0.6% | +$3.34K | 0.25% | 86 |
|
|
2024
Q2 | $513K | Hold |
1,169
| – | – | 0.24% | 85 |
|
|
2024
Q1 | $513K | Sell |
1,169
-82
| -7% | -$36K | 0.24% | 85 |
|
|
2023
Q4 | $514K | Buy |
1,251
+38
| +3% | +$15.6K | 0.27% | 82 |
|
|
2023
Q3 | $452K | Buy |
1,213
+19
| +2% | +$7.08K | 0.26% | 83 |
|
|
2023
Q2 | $455K | Sell |
1,194
-35
| -3% | -$13.3K | 0.26% | 81 |
|
|
2023
Q1 | $437K | Hold |
1,229
| – | – | 0.27% | 87 |
|
|
2022
Q4 | $401K | Sell |
1,229
-565
| -31% | -$184K | 0.27% | 90 |
|
|
2022
Q3 | $484K | Hold |
1,794
| – | – | 0.34% | 77 |
|
|
2022
Q2 | $516K | Hold |
1,794
| – | – | 0.35% | 70 |
|
|
2022
Q1 | $573K | Hold |
1,794
| – | – | 0.33% | 76 |
|
|
2021
Q4 | $621K | Hold |
1,794
| – | – | 0.33% | 76 |
|
|
2021
Q3 | $526K | Hold |
1,794
| – | – | 0.31% | 82 |
|
|
2021
Q2 | $519K | Buy |
1,794
+364
| +25% | +$105K | 0.29% | 88 |
|
|
2021
Q1 | $401K | Hold |
1,430
| – | – | 0.25% | 101 |
|
|
2020
Q4 | $377K | Hold |
1,430
| – | – | 0.25% | 103 |
|
|
2020
Q3 | $341K | Hold |
1,430
| – | – | 0.26% | 95 |
|
|
2020
Q2 | $303K | Hold |
1,430
| – | – | 0.26% | 92 |
|
|
2020
Q1 | $247K | Hold |
1,430
| – | – | 0.25% | 95 |
|
|
2019
Q4 | $304K | Hold |
1,430
| – | – | 0.22% | 106 |
|
|
2019
Q3 | $277K | Buy |
+1,430
| New | +$277K | 0.22% | 109 |
|