Laidlaw Wealth Management’s Linde LIN Stock Holding History

Laidlaw 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	-438	Closed	-$209K	–	187
2024 Q3	$209K	Buy	+438	New	+$200K	0.1%	162
2024 Q2	–	Sell	-475	Closed	-$221K	–	179
2024 Q1	$221K	Sell	475 -1,645	-78%	-$712K	0.12%	156
2023 Q4	$871K	Sell	2,120 -19	-0.9%	-$7.49K	0.32%	87
2023 Q3	$796K	Sell	2,139 -38	-2%	-$14.5K	0.26%	97
2023 Q2	$830K	Sell	2,177 -119	-5%	-$43.5K	0.16%	140
2023 Q1	$816K	Buy	2,296 +86	+4%	+$28.8K	0.17%	147
2022 Q4	$721K	Buy	2,210 +218	+11%	+$68.3K	0.15%	154
2022 Q3	$537K	Buy	1,992 +298	+18%	+$85.6K	0.13%	168
2022 Q2	$487K	Buy	1,694 +166	+11%	+$51.9K	0.1%	199
2022 Q1	$488K	Buy	1,528 +269	+21%	+$83.2K	0.08%	220
2021 Q4	$436K	Buy	1,259 +380	+43%	+$123K	0.07%	243
2021 Q3	$258K	Buy	+879	New	+$267K	0.07%	204

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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