JWM
LIN icon

Jackson Wealth Management’s Linde LIN Stock Holding History

Jackson 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 		– Sell
-9,217
Closed -$4.39M – 168
2024
Q3 		$4.39M Buy
9,217
+3,996
+77% +$1.82M 0.52% 50
2024
Q2 		$2.29M Sell
5,221
-3,808
-42% -$1.68M 0.49% 52
2024
Q1 		$4.19M Buy
9,029
+787
+10% +$341K 0.52% 48
2023
Q4 		$3.38M Buy
8,242
+211
+3% +$83.2K 0.45% 51
2023
Q3 		$2.99M Buy
8,031
+89
+1% +$33.9K 0.43% 55
2023
Q2 		$3.03M Buy
7,942
+498
+7% +$182K 0.44% 50
2023
Q1 		$2.65M Buy
7,444
+265
+4% +$88.7K 1.99% 10
2022
Q4 		$2.34M Sell
7,179
-2,124
-23% -$666K 0.86% 41
2022
Q3 		$2.51M Buy
9,303
+5,740
+161% +$1.65M 0.49% 51
2022
Q2 		$1.02M Buy
+3,563
New +$1.11M 0.47% 48

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return