Primoris Wealth Advisors’s Linde LIN Stock Holding History

Primoris Wealth Advisors’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
2025 Q1	–	Sell	-90	Closed	-$37.7K	–	100
2024 Q4	$37.7K	Buy	+90	New	+$41K	0.03%	92

Other funds holding LIN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primoris Wealth Advisors's LIN Position: Q1 2025 in Review

Primoris Wealth Advisors sold out of Linde (LIN) in Q1 2025, closing a stake of 90 shares — an estimated $37.7K sold.

Primoris Wealth Advisors first reported a position in LIN in Q4 2024 and held it in 1 quarter. The position peaked at $37.7K in Q4 2024. 2,067 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

Primoris Wealth Advisors reported no remaining Linde position as of Q1 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 90 Linde shares in Q1 2025, an estimated $37.7K.
Primoris Wealth Advisors first reported a position in Linde in Q4 2024 and held it in 1 quarter.
Primoris Wealth Advisors's Linde position peaked at $37.7K in Q4 2024.
2,067 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on Primoris Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.