BWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return