AWM
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Avitas Wealth Management’s Linde LIN Stock Holding History

Avitas 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
Q4 		$2.28M Buy
5,435
+51
+0.9% +$23.2K 0.31% 80
2024
Q3 		$2.57M Buy
5,384
+76
+1% +$34.7K 0.36% 71
2024
Q2 		$2.33M Buy
5,308
+19
+0.4% +$8.36K 0.34% 77
2024
Q1 		$2.46M Buy
5,289
+75
+1% +$32.5K 0.37% 69
2023
Q4 		$2.14M Buy
5,214
+155
+3% +$61.1K 0.36% 80
2023
Q3 		$1.88M Sell
5,059
-24
-0.5% -$9.13K 0.36% 82
2023
Q2 		$1.94M Buy
5,083
+46
+0.9% +$16.8K 0.35% 84
2023
Q1 		$1.79M Sell
5,037
-29
-0.6% -$9.71K 0.35% 86
2022
Q4 		$1.65M Sell
5,066
-8
-0.2% -$2.51K 0.35% 85
2022
Q3 		$1.37M Sell
5,074
-3,457
-41% -$993K 0.31% 94
2022
Q2 		$2.45M Buy
8,531
+141
+2% +$44K 0.54% 58
2022
Q1 		$2.68M Buy
+8,390
New +$2.59M 0.48% 65
2021
Q3 		– Sell
-7,649
Closed -$2.21M – 200
2021
Q2 		$2.21M Buy
7,649
+193
+3% +$56.3K 0.39% 99
2021
Q1 		$2.09M Buy
7,456
+100
+1% +$25.9K 0.41% 91
2020
Q4 		$1.94M Buy
+7,356
New +$1.81M 0.39% 104
2020
Q2 		– Sell
-8,291
Closed -$1.43M – 176
2020
Q1 		$1.43M Sell
8,291
-7,670
-48% -$1.51M 0.65% 59
2019
Q4 		$3.4M Buy
15,961
+118
+0.7% +$23.8K 0.87% 49
2019
Q3 		$3.07M Buy
15,843
+284
+2% +$55K 0.85% 53
2019
Q2 		$3.12M Buy
15,559
+75
+0.5% +$14K 0.87% 43
2019
Q1 		$2.72M Buy
15,484
+186
+1% +$30.9K 0.79% 55
2018
Q4 		$2.39M Buy
+15,298
New +$2.42M 0.78% 61

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avitas Wealth Management's LIN Position: Q4 2024 in Review

Avitas Wealth Management increased its Linde (LIN) stake by 0.95% in Q4 2024, buying an estimated $23.2K and bringing the position to 5,435 shares worth $2.28M. The position accounts for 0.31% of the portfolio, ranked #80.

Avitas Wealth Management first reported a position in LIN in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.4M in Q4 2019. 2,006 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

  • Avitas Wealth Management held 5,435 shares of Linde worth $2.28M as of Q4 2024.
  • Avitas Wealth Management bought 51 Linde shares in Q4 2024, an estimated $23.2K.
  • Linde made up 0.31% of Avitas Wealth Management's portfolio in Q4 2024, its #80 holding.
  • Avitas Wealth Management first reported a position in Linde in Q4 2018 and has held it in 21 quarters since.
  • Avitas Wealth Management's Linde position peaked at $3.4M in Q4 2019.
  • 2,006 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.