Center for Financial Planning’s Linde LIN Stock Holding History

Center for Financial Planning’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
2025 Q1	–	Sell	-7	Closed	-$2.93K	–	730
2024 Q4	$2.93K	Buy	+7	New	+$3.19K	﹤0.01%	516
2022 Q1	–	Sell	-7	Closed	-$2K	–	559
2021 Q4	$2K	Buy	+7	New	+$2.27K	﹤0.01%	484
2020 Q4	–	Sell	-35	Closed	-$8K	–	477
2020 Q3	$8K	Hold	35	–	–	﹤0.01%	326
2020 Q2	$7K	Sell	35 -17	-33%	-$3.28K	﹤0.01%	336
2020 Q1	$9K	Buy	52 +17	+49%	+$3.35K	﹤0.01%	345
2019 Q4	$7K	Buy	+35	New	+$7.05K	﹤0.01%	339

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 $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Center for Financial Planning's LIN Position: Q1 2025 in Review

Center for Financial Planning sold out of Linde (LIN) in Q1 2025, closing a stake of 7 shares — an estimated $2.93K sold.

Center for Financial Planning first reported a position in LIN in Q4 2019 and held it in 6 quarters. The position peaked at $9K in Q1 2020. 2,067 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

Center for Financial Planning reported no remaining Linde position as of Q1 2025 after selling out during the quarter.
Center for Financial Planning sold 7 Linde shares in Q1 2025, an estimated $2.93K.
Center for Financial Planning first reported a position in Linde in Q4 2019 and held it in 6 quarters.
Center for Financial Planning's Linde position peaked at $9K in Q1 2020.
2,067 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.