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Realta Investment Advisors’s Linde LIN Stock Holding History

Realta Investment 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
2024
Q2 		– Sell
-496
Closed -$230K – 809
2024
Q1 		$230K Sell
496
-70
-12% -$30.3K 0.05% 375
2023
Q4 		$232K Buy
+566
New +$223K 0.05% 375
2023
Q1 		– Sell
-778
Closed -$254K – 665
2022
Q4 		$254K Buy
778
+30
+4% +$9.4K 0.06% 341
2022
Q3 		$202K Buy
748
+4
+0.5% +$1.15K 0.05% 360
2022
Q2 		$212K Sell
744
-1
-0.1% -$312 0.05% 343
2022
Q1 		$238K Sell
745
-13
-2% -$4.02K 0.05% 346
2021
Q4 		$263K Sell
758
-1
-0.1% -$324 0.06% 342
2021
Q3 		$223K Sell
759
-201
-21% -$61.1K 0.05% 360
2021
Q2 		$277K Buy
960
+49
+5% +$14.3K 0.07% 304
2021
Q1 		$255K Sell
911
-9
-1% -$2.33K 0.07% 305
2020
Q4 		$242K Buy
+920
New +$226K 0.07% 278
2020
Q1 		– Sell
-935
Closed -$191K – 920
2019
Q4 		$191K Sell
935
-72
-7% -$14.5K 0.05% 354
2019
Q3 		$195K Sell
1,007
-512
-34% -$99.2K 0.05% 333
2019
Q2 		$303K Buy
1,519
+355
+30% +$66.4K 0.08% 253
2019
Q1 		$207K Buy
+1,164
New +$193K 0.09% 254

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return