FWM
LIN icon

Forza Wealth Management’s Linde LIN Stock Holding History

Forza 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
Q4 		– Sell
-656
Closed -$244K – 180
2023
Q3 		$244K Buy
656
+100
+18% +$38.1K 0.13% 163
2023
Q2 		$212K Sell
556
-100
-15% -$36.5K 0.11% 173
2023
Q1 		$233K Buy
+656
New +$220K 0.12% 164

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Forza Wealth Management's LIN Position: Q4 2023 in Review

Forza Wealth Management sold out of Linde (LIN) in Q4 2023, closing a stake of 656 shares — an estimated $244K sold.

Forza Wealth Management first reported a position in LIN in Q1 2023 and held it in 3 quarters. The position peaked at $244K in Q3 2023. 1,797 funds tracked by Wall St. Rank hold LIN as of Q4 2023.

  • Forza Wealth Management reported no remaining Linde position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 656 Linde shares in Q4 2023, an estimated $244K.
  • Forza Wealth Management first reported a position in Linde in Q1 2023 and held it in 3 quarters.
  • Forza Wealth Management's Linde position peaked at $244K in Q3 2023.
  • 1,797 funds tracked by Wall St. Rank held Linde as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.