Baron Wealth Management’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
32,937
+888
| +3% | +$16.5K | 0.22% | 67 |
|
|
2025
Q1 | $492K | Buy |
32,049
+13,369
| +72% | +$205K | 0.22% | 77 |
|
|
2024
Q4 | $248K | Buy |
18,680
+1,937
| +12% | +$25.7K | 0.12% | 146 |
|
|
2024
Q3 | $203K | Buy |
16,743
+6,062
| +57% | +$73.7K | 0.1% | 192 |
|
|
2024
Q2 | $114K | Buy |
+10,681
| New | +$114K | 0.06% | 177 |
|