BerganKDV Wealth Management’s Linde LIN Stock Holding History

BerganKDV 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
2023 Q2	$114K	Sell	299 -9	-3%	-$3.29K	0.01%	278
2023 Q1	$109K	Buy	308 +29	+10%	+$9.71K	0.01%	306
2022 Q4	$91K	Buy	279 +8	+3%	+$2.51K	0.01%	317
2022 Q3	$73K	Buy	271 +4	+1%	+$1.15K	0.01%	329
2022 Q2	$77K	Buy	267 +2	+0.8%	+$625	0.01%	331
2022 Q1	$85K	Sell	265 -3	-1%	-$928	0.01%	327
2021 Q4	$93K	Sell	268 -3	-1%	-$972	0.01%	340
2021 Q3	$80K	Buy	271 +74	+38%	+$22.5K	0.01%	345
2021 Q2	$57K	Buy	197 +156	+380%	+$45.5K	0.01%	371
2021 Q1	$11K	Hold	41	–	–	﹤0.01%	565
2020 Q4	$11K	Sell	41 -14	-25%	-$3.44K	﹤0.01%	558
2020 Q3	$13K	Sell	55 -24	-30%	-$5.82K	﹤0.01%	479
2020 Q2	$17K	Buy	79 +8	+11%	+$1.54K	﹤0.01%	471
2020 Q1	$12K	Buy	71 +14	+25%	+$2.76K	﹤0.01%	473
2019 Q4	$12K	Buy	+57	New	+$11.5K	﹤0.01%	510
2019 Q3	–	Sell	-12	Closed	-$2K	–	732
2019 Q2	$2K	Buy	+12	New	+$2.25K	﹤0.01%	674

Other funds holding LIN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BerganKDV Wealth Management's LIN Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Linde (LIN) stake by 2.9% in Q2 2023, selling an estimated $3.29K and leaving 299 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #278.

BerganKDV Wealth Management first reported a position in LIN in Q2 2019 and has held it in 16 quarters since. 1,604 funds tracked by Wall St. Rank hold LIN as of Q2 2023.

BerganKDV Wealth Management held 299 shares of Linde worth $114K as of Q2 2023.
BerganKDV Wealth Management sold 9 Linde shares in Q2 2023, an estimated $3.29K.
Linde made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #278 holding.
BerganKDV Wealth Management first reported a position in Linde in Q2 2019 and has held it in 16 quarters since.
1,604 funds tracked by Wall St. Rank held Linde as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.