Selective Wealth Management’s Linde LIN Stock Holding History

Selective 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
2022 Q4	–	Sell	-9	Closed	-$2K	–	462
2022 Q3	$2K	Buy	9 +5	+125%	+$1.44K	﹤0.01%	679
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	728
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	690
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	638
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	566
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	484
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	375
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	358
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	297
2020 Q2	$1K	Hold	4	–	–	﹤0.01%	400
2020 Q1	$1K	Hold	4	–	–	﹤0.01%	313
2019 Q4	$1K	Hold	4	–	–	﹤0.01%	310
2019 Q3	$1K	Buy	+4	New	+$775	﹤0.01%	320

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

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