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WR Wealth Planners’s Linde LIN Stock Holding History

WR Wealth Planners’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
Q4 		$7.12K Buy
17
+3
+21% +$1.37K ﹤0.01% 636
2024
Q3 		$6.68K Hold
14
– – ﹤0.01% 692
2024
Q2 		$6.14K Buy
14
+4
+40% +$1.76K ﹤0.01% 682
2024
Q1 		$4.64K Buy
+10
New +$4.33K ﹤0.01% 734
2023
Q2 		– Sell
-260
Closed -$92.4K – 941
2023
Q1 		$92.4K Buy
+260
New +$87.1K 0.04% 244

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WR Wealth Planners's LIN Position: Q4 2024 in Review

WR Wealth Planners increased its Linde (LIN) stake by 21% in Q4 2024, buying an estimated $1.37K and bringing the position to 17 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

WR Wealth Planners first reported a position in LIN in Q1 2023 and has held it in 5 quarters since. The position peaked at $92.4K in Q1 2023. 2,007 funds tracked by Wall St. Rank hold LIN as of Q4 2024.

  • WR Wealth Planners held 17 shares of Linde worth $7.12K as of Q4 2024.
  • WR Wealth Planners bought 3 Linde shares in Q4 2024, an estimated $1.37K.
  • Linde made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #636 holding.
  • WR Wealth Planners first reported a position in Linde in Q1 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Linde position peaked at $92.4K in Q1 2023.
  • 2,007 funds tracked by Wall St. Rank held Linde as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.