Financial Synergies Wealth Advisors’s Linde LIN Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-6	Closed	-$2.79K	–	279
2024 Q1	$2.79K	Buy	6 +1	+20%	+$433	﹤0.01%	292
2023 Q4	$1.63K	Sell	5 -1	-17%	-$394	﹤0.01%	268
2023 Q3	$2.23K	Buy	6 +1	+20%	+$381	﹤0.01%	296
2023 Q2	$1.91K	Hold	5	–	–	﹤0.01%	298
2023 Q1	$1.78K	Hold	5	–	–	﹤0.01%	307
2022 Q4	$1.63K	Sell	5 -3	-38%	-$940	﹤0.01%	268
2022 Q3	$2.16K	Buy	+8	New	+$2.3K	﹤0.01%	223

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Financial Synergies Wealth Advisors's LIN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Linde (LIN) in Q2 2024, closing a stake of 6 shares — an estimated $2.79K sold.

Financial Synergies Wealth Advisors first reported a position in LIN in Q3 2022 and held it in 7 quarters. The position peaked at $2.79K in Q1 2024. 1,859 funds tracked by Wall St. Rank hold LIN as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Linde position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 6 Linde shares in Q2 2024, an estimated $2.79K.
Financial Synergies Wealth Advisors first reported a position in Linde in Q3 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Linde position peaked at $2.79K in Q1 2024.
1,859 funds tracked by Wall St. Rank held Linde as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.