LWAC
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Laurel Wealth Advisors (California)’s Linde LIN Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$880K Buy
2,699
+381
+16% +$119K 0.09% 243
2022
Q3 		$625K Sell
2,318
-126
-5% -$36.2K 0.07% 298
2022
Q2 		$703K Buy
2,444
+132
+6% +$41.2K 0.07% 278
2022
Q1 		$739K Buy
2,312
+125
+6% +$38.6K 0.06% 313
2021
Q4 		$758K Buy
2,187
+485
+28% +$157K 0.06% 335
2021
Q3 		$499K Sell
1,702
-569
-25% -$173K 0.09% 232
2021
Q2 		$657K Buy
2,271
+144
+7% +$42K 0.09% 230
2021
Q1 		$596K Buy
2,127
+92
+5% +$23.9K 0.09% 218
2020
Q4 		$537K Sell
2,035
-1,466
-42% -$360K 0.08% 234
2020
Q3 		$834K Buy
+3,501
New +$849K 0.14% 162
2020
Q2 		– Sell
-3,578
Closed -$619K – 386
2020
Q1 		$619K Sell
3,578
-49
-1% -$9.67K 0.14% 173
2019
Q4 		$772K Sell
3,627
-510
-12% -$103K 0.13% 186
2019
Q3 		$802K Buy
4,137
+877
+27% +$170K 0.14% 179
2019
Q2 		$655K Sell
3,260
-113
-3% -$21.1K 0.15% 163
2019
Q1 		$593K Buy
3,373
+204
+6% +$33.9K 0.15% 160
2018
Q4 		$494K Buy
+3,169
New +$501K 0.15% 163

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return