Baron Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
2,212
+377
| +21% | +$75.9K | 0.16% | 92 |
|
|
2025
Q1 | $380K | Buy |
1,835
+561
| +44% | +$116K | 0.17% | 97 |
|
|
2024
Q4 | $246K | Sell |
1,274
-49
| -4% | -$9.45K | 0.12% | 148 |
|
|
2024
Q3 | $251K | Buy |
1,323
+33
| +3% | +$6.26K | 0.12% | 151 |
|
|
2024
Q2 | $206K | Sell |
1,290
-29
| -2% | -$4.63K | 0.11% | 165 |
|
|
2024
Q1 | $228K | Sell |
1,319
-161
| -11% | -$27.9K | 0.12% | 157 |
|
|
2023
Q4 | $207K | Buy |
+1,480
| New | +$207K | 0.11% | 166 |
|