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GWS
Glassman Wealth Services’s
Linde
LIN
Stock Holding History
Glassman Wealth Services’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
-837
Closed
-$312K
–
2038
2023
Q3
$312K
Buy
837
+67
+9%
+$25.5K
0.05%
116
2023
Q2
$293K
Buy
770
+7
+0.9%
+$2.56K
0.05%
124
2023
Q1
$271K
Buy
763
+29
+4%
+$9.71K
0.05%
131
2022
Q4
$239K
Buy
734
+195
+36%
+$61.1K
0.04%
152
2022
Q3
$145K
Buy
539
+126
+31%
+$36.2K
0.03%
191
2022
Q2
$119K
Buy
413
+101
+32%
+$31.6K
0.02%
219
2022
Q1
$100K
Buy
312
+25
+9%
+$7.73K
0.02%
261
2021
Q4
$99K
Buy
287
+52
+22%
+$16.8K
0.02%
246
2021
Q3
$69K
Sell
235
-101
-30%
-$30.7K
0.01%
299
2021
Q2
$97K
Buy
336
+35
+12%
+$10.2K
0.02%
239
2021
Q1
$84K
Buy
301
+73
+32%
+$18.9K
0.02%
247
2020
Q4
$60K
Buy
228
+20
+10%
+$4.91K
0.01%
308
2020
Q3
$50K
Buy
208
+50
+32%
+$12.1K
0.01%
291
2020
Q2
$34K
Buy
158
+42
+36%
+$8.11K
0.01%
307
2020
Q1
$20K
Sell
116
-76
-40%
-$15K
0.01%
344
2019
Q4
$41K
Buy
192
+20
+12%
+$4.03K
0.02%
281
2019
Q3
$33K
Buy
172
+16
+10%
+$3.1K
0.01%
297
2019
Q2
$31K
Buy
156
+46
+42%
+$8.61K
0.01%
313
2019
Q1
$19K
Buy
110
+94
+588%
+$15.6K
0.01%
363
2018
Q4
$2K
Buy
+16
New
+$2.53K
﹤0.01%
556
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$298B AUM
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$645B AUM
30.41%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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