Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
LIN holding history
Linde PLC in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LIN overviewAll 13F holders of LINFull Q1 2025 holdings
- Shares (Q1 2025)
- 19,622
- Value
- $9.14M
- % of portfolio
- 0.6%
- Quarters held
- 8
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 19,622 | $9.14M | 0.6% | −407−2.0% | Reduced | Holders |
| Q4 2024 | 20,029 | $8.39M | 0.5% | +2,179+12.2% | Added | Holders |
| Q3 2024 | 17,850 | $8.51M | 0.6% | +276+1.6% | Added | Holders |
| Q2 2024 | 17,574 | $7.71M | 0.6% | −64−0.4% | Reduced | Holders |
| Q1 2024 | 17,638 | $8.19M | 0.8% | +104+0.6% | Added | Holders |
| Q4 2023 | 17,534 | $7.20M | 0.7% | −26−0.1% | Reduced | Holders |
| Q3 2023 | 17,560 | $6.54M | 0.7% | +1,302+8.0% | Added | Holders |
| Q2 2023 | 16,258 | $6.20M | 0.6% | +16,258 | New | Holders |