BWM
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Baron Wealth Management’s Popular Inc BPOP Stock Holding History

Baron Wealth Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$387K Buy
3,510
+1,315
+60% +$145K 0.14% 113
2025
Q1 		$203K Hold
2,195
– – 0.09% 193
2024
Q4 		$206K Sell
2,195
-69
-3% -$6.49K 0.1% 179
2024
Q3 		$227K Buy
+2,264
New +$227K 0.11% 169