Ownership history in Western Financial Corp/CA · 7 quarters on record
This page tracks every 13F SEC filing in which Western Financial Corp/CA reported a position in LINDE PLC (LIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 991 | +114 | +13.0% | 0.20% | $471K | $471.67 |
| 2025 Q2 | ADDED | 877 | +37 | +4.4% | 0.22% | $411K | $464.41 |
| 2025 Q1 | ADDED | 840 | +92 | +12.3% | 0.23% | $391K | $459.44 |
| 2024 Q4 | ADDED | 748 | +210 | +39.0% | 0.17% | $313K | $411.72 |
| 2024 Q3 | REDUCED | 538 | -3 | -0.6% | 0.15% | $257K | $467.53 |
| 2024 Q2 | ADDED | 541 | +9 | +1.7% | 0.14% | $237K | $428.96 |
| 2024 Q1 | INITIATED | 532 | — | — | 0.15% | $247K | — |
As of 2025 Q4 — sorted by position size