BWM
Baron Wealth Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Sell |
27,099
-757
| -3% | -$22.2K | 0.28% | 45 |
|
|
2025
Q1 | $664K | Buy |
27,856
+15,431
| +124% | +$368K | 0.29% | 50 |
|
|
2024
Q4 | $212K | Sell |
12,425
-324
| -3% | -$5.52K | 0.1% | 173 |
|
|
2024
Q3 | $221K | Buy |
+12,749
| New | +$221K | 0.11% | 171 |
|