Amplius Wealth Advisors’s Linde LIN Stock Holding History

Amplius Wealth Advisors’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 Q2	–	Sell	-19,070	Closed	-$8.85M	–	177
2024 Q1	$8.85M	Buy	19,070 +1	+0%	+$433	0.99%	25
2023 Q4	$7.83M	Buy	19,069 +58	+0.3%	+$22.9K	0.95%	29
2023 Q3	$7.08M	Buy	19,011 +55	+0.3%	+$20.9K	0.95%	27
2023 Q2	$7.22M	Buy	18,956 +65	+0.3%	+$23.7K	0.97%	26
2023 Q1	$6.71M	Buy	+18,891	New	+$6.33M	0.96%	24
2022 Q1	–	Sell	-378	Closed	-$130K	–	575
2021 Q4	$130K	Buy	+378	New	+$122K	0.02%	218

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Amplius Wealth Advisors's LIN Position: Q2 2024 in Review

Amplius Wealth Advisors sold out of Linde (LIN) in Q2 2024, closing a stake of 19,070 shares — an estimated $8.85M sold.

Amplius Wealth Advisors first reported a position in LIN in Q4 2021 and held it in 6 quarters. The position peaked at $8.85M in Q1 2024. 1,854 funds tracked by Wall St. Rank hold LIN as of Q2 2024.

Amplius Wealth Advisors reported no remaining Linde position as of Q2 2024 after selling out during the quarter.
Amplius Wealth Advisors sold 19,070 Linde shares in Q2 2024, an estimated $8.85M.
Amplius Wealth Advisors first reported a position in Linde in Q4 2021 and held it in 6 quarters.
Amplius Wealth Advisors's Linde position peaked at $8.85M in Q1 2024.
1,854 funds tracked by Wall St. Rank held Linde as of Q2 2024.

Based on Amplius Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.