Confluence Wealth Services, Inc. LINDE PLC SHS Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024
Number of Shares
1,538
Previous 1,932 20.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-394 Reduced 20.39%
1,538 $0
Q3 2024

Oct 29, 2024
SELL
N/A
-717 Reduced 27.07%
1,932 $0
Q2 2024

Jul 31, 2024
BUY
N/A
488 Added 22.58%
2,649 $0
Q1 2024

Apr 22, 2024
BUY
N/A
197 Added 10.03%
2,161 $0
Q4 2023

Jan 25, 2024
BUY
N/A
166 Added 9.23%
1,964 $0
Q3 2023

Nov 01, 2023
BUY
N/A
113 Added 6.71%
1,798 $0
Q2 2023

Aug 01, 2023
BUY
N/A
9 Added 0.54%
1,685 $0
Q1 2023

May 11, 2023
BUY
N/A
1,676 New
1,676 $0
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email