Heritage Wealth Management, Inc. LINDE PLC SHS (IRELAND) Transaction History

Heritage Wealth Management, Inc.

  • $309 Billion
  • Q2 2025
Number of Shares
751
Previous 916 18.01%
Holding current value
$352 Million
Previous $427 Million 17.39%
% of portfolio
0.11%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-165 Reduced 18.01%
751 $352 Million
Q3 2024

Oct 31, 2024
SELL
N/A
-165 Reduced 15.26%
916 $437 Million
Q2 2024

Sep 09, 2024
BUY
N/A
1,081 New
1,081 $471 Million
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