9WM
LIN icon

9258 Wealth Management’s Linde LIN Stock Holding History

9258 Wealth Management’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.37M Sell
2,879
-8
-0.3% -$3.65K 0.2% 98
2024
Q2 		$1.27M Sell
2,887
-21
-0.7% -$9.24K 0.2% 101
2024
Q1 		$1.35M Buy
2,908
+39
+1% +$16.9K 0.21% 91
2023
Q4 		$1.18M Sell
2,869
-101
-3% -$39.8K 0.21% 93
2023
Q3 		$1.11M Buy
2,970
+140
+5% +$53.3K 0.22% 89
2023
Q2 		$1.08M Buy
2,830
+13
+0.5% +$4.75K 0.2% 93
2023
Q1 		$1M Sell
2,817
-9
-0.3% -$3.01K 0.2% 96
2022
Q4 		$922K Sell
2,826
-196
-6% -$61.4K 0.2% 99
2022
Q3 		$815K Sell
3,022
-16
-0.5% -$4.59K 0.21% 108
2022
Q2 		$873K Sell
3,038
-165
-5% -$51.5K 0.22% 106
2022
Q1 		$1.02M Sell
3,203
-249
-7% -$77K 0.24% 100
2021
Q4 		$1.2M Buy
3,452
+232
+7% +$75.2K 0.27% 79
2021
Q3 		$954K Buy
3,220
+247
+8% +$75.1K 0.25% 95
2021
Q2 		$858K Buy
2,973
+926
+45% +$270K 0.23% 103
2021
Q1 		$574K Buy
2,047
+938
+85% +$243K 0.17% 139
2020
Q4 		$291K Buy
1,109
+176
+19% +$43.2K 0.09% 233
2020
Q3 		$205K Buy
+933
New +$226K 0.08% 267

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

9258 Wealth Management's LIN Position: Q3 2024 in Review

9258 Wealth Management reduced its Linde (LIN) stake by 0.28% in Q3 2024, selling an estimated $3.65K and leaving 2,879 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #98.

9258 Wealth Management first reported a position in LIN in Q3 2020 and has held it in 17 quarters since. 1,917 funds tracked by Wall St. Rank hold LIN as of Q3 2024.

  • 9258 Wealth Management held 2,879 shares of Linde worth $1.37M as of Q3 2024.
  • 9258 Wealth Management sold 8 Linde shares in Q3 2024, an estimated $3.65K.
  • Linde made up 0.2% of 9258 Wealth Management's portfolio in Q3 2024, its #98 holding.
  • 9258 Wealth Management first reported a position in Linde in Q3 2020 and has held it in 17 quarters since.
  • 1,917 funds tracked by Wall St. Rank held Linde as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.