WJWM
Williams Jones Wealth Management’s Linde LIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
4,403
-75
| -2% | -$35.2K | 0.02% | 186 |
|
|
2025
Q1 | $2.09M | Sell |
4,478
-377
| -8% | -$176K | 0.03% | 181 |
|
|
2024
Q4 | $2.03M | Sell |
4,855
-459
| -9% | -$192K | 0.02% | 186 |
|
|
2024
Q3 | $2.53M | Buy |
5,314
+23
| +0.4% | +$11K | 0.03% | 180 |
|
|
2024
Q2 | $2.32M | Sell |
5,291
-125
| -2% | -$54.9K | 0.03% | 180 |
|
|
2024
Q1 | $2.51M | Sell |
5,416
-77
| -1% | -$35.8K | 0.03% | 175 |
|
|
2023
Q4 | $2.26M | Buy |
5,493
+118
| +2% | +$48.5K | 0.03% | 184 |
|
|
2023
Q3 | $2M | Buy |
5,375
+66
| +1% | +$24.6K | 0.03% | 195 |
|
|
2023
Q2 | $2.02M | Hold |
5,309
| – | – | 0.03% | 196 |
|
|
2023
Q1 | $1.89M | Buy |
5,309
+23
| +0.4% | +$8.18K | 0.03% | 209 |
|
|
2022
Q4 | $1.72M | Sell |
5,286
-23
| -0.4% | -$7.5K | 0.03% | 211 |
|
|
2022
Q3 | $1.43M | Sell |
5,309
-46
| -0.9% | -$12.4K | 0.02% | 232 |
|
|
2022
Q2 | $1.54M | Buy |
5,355
+3,009
| +128% | +$865K | 0.02% | 227 |
|
|
2022
Q1 | $749K | Sell |
2,346
-788
| -25% | -$252K | 0.01% | 299 |
|
|
2021
Q4 | $1.09M | Sell |
3,134
-31
| -1% | -$10.7K | 0.01% | 252 |
|
|
2021
Q3 | $929K | Buy |
3,165
+210
| +7% | +$61.6K | 0.01% | 257 |
|
|
2021
Q2 | $854K | Sell |
2,955
-25
| -0.8% | -$7.23K | 0.01% | 262 |
|
|
2021
Q1 | $835K | Buy |
2,980
+3
| +0.1% | +$841 | 0.01% | 259 |
|
|
2020
Q4 | $784K | Buy |
2,977
+51
| +2% | +$13.4K | 0.01% | 241 |
|
|
2020
Q3 | $697K | Buy |
2,926
+953
| +48% | +$227K | 0.01% | 229 |
|
|
2020
Q2 | $418K | Hold |
1,973
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $341K | Sell |
1,973
-100
| -5% | -$17.3K | 0.01% | 278 |
|
|
2019
Q4 | $441K | Sell |
2,073
-500
| -19% | -$106K | 0.01% | 295 |
|
|
2019
Q3 | $498K | Buy |
+2,573
| New | +$498K | 0.01% | 269 |
|