Cassady Schiller Wealth Management’s Linde LIN Stock Holding History

Cassady Schiller 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	$42.3K	Buy	101 +18	+22%	+$8.2K	0.02%	218
2024 Q3	$39.6K	Hold	83	–	–	0.01%	218
2024 Q2	$36.4K	Sell	83 -25	-23%	-$11K	0.01%	225
2024 Q1	$50.1K	Hold	108	–	–	0.02%	213
2023 Q4	$44.4K	Hold	108	–	–	0.02%	212
2023 Q3	$40.2K	Buy	108 +25	+30%	+$9.52K	0.02%	212
2023 Q2	$31.6K	Buy	+83	New	+$30.3K	0.02%	240
2023 Q1	–	Sell	-13	Closed	-$4.24K	–	479
2022 Q4	$4.24K	Buy	+13	New	+$4.08K	﹤0.01%	379
2022 Q1	–	Sell	-11	Closed	-$4K	–	374
2021 Q4	$4K	Buy	+11	New	+$3.56K	﹤0.01%	364

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Cassady Schiller Wealth Management's LIN Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Linde (LIN) stake by 22% in Q4 2024, buying an estimated $8.2K and bringing the position to 101 shares worth $42.3K. The position accounts for 0.02% of the portfolio, ranked #218.

Cassady Schiller Wealth Management first reported a position in LIN in Q4 2021 and has held it in 9 quarters since. The position peaked at $50.1K in Q1 2024. 2,006 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

Cassady Schiller Wealth Management held 101 shares of Linde worth $42.3K as of Q4 2024.
Cassady Schiller Wealth Management bought 18 Linde shares in Q4 2024, an estimated $8.2K.
Linde made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #218 holding.
Cassady Schiller Wealth Management first reported a position in Linde in Q4 2021 and has held it in 9 quarters since.
Cassady Schiller Wealth Management's Linde position peaked at $50.1K in Q1 2024.
2,006 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.