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Laurel Wealth Planning’s Linde LIN Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-40
Closed -$13K – 138
2022
Q4 		$13K Hold
40
– – 0.01% 150
2022
Q3 		$11K Hold
40
– – 0.01% 156
2022
Q2 		$12K Hold
40
– – 0.01% 155
2022
Q1 		$13K Hold
40
– – 0.01% 180
2021
Q4 		$14K Hold
40
– – 0.01% 129
2021
Q3 		$12K Buy
+40
New +$12.2K 0.01% 133

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Laurel Wealth Planning's LIN Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Linde (LIN) in Q1 2023, closing a stake of 40 shares — an estimated $13K sold.

Laurel Wealth Planning first reported a position in LIN in Q3 2021 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 1,502 funds tracked by Wall St. Rank hold LIN as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Linde position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 40 Linde shares in Q1 2023, an estimated $13K.
  • Laurel Wealth Planning first reported a position in Linde in Q3 2021 and held it in 6 quarters.
  • Laurel Wealth Planning's Linde position peaked at $14K in Q4 2021.
  • 1,502 funds tracked by Wall St. Rank held Linde as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.