Baron Wealth Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
643
+123
| +24% | +$55K | 0.1% | 146 |
|
|
2025
Q1 | $236K | Sell |
520
-16
| -3% | -$7.28K | 0.1% | 162 |
|
|
2024
Q4 | $257K | Buy |
536
+15
| +3% | +$7.21K | 0.12% | 140 |
|
|
2024
Q3 | $240K | Buy |
521
+10
| +2% | +$4.6K | 0.12% | 160 |
|
|
2024
Q2 | $209K | Hold |
511
| – | – | 0.11% | 162 |
|
|
2024
Q1 | $232K | Hold |
511
| – | – | 0.12% | 151 |
|
|
2023
Q4 | $244K | Buy |
511
+2
| +0.4% | +$954 | 0.13% | 140 |
|
|
2023
Q3 | $223K | Hold |
509
| – | – | 0.14% | 122 |
|
|
2023
Q2 | $204K | Hold |
509
| – | – | 0.13% | 136 |
|
|
2023
Q1 | $211K | Hold |
509
| – | – | 0.15% | 121 |
|
|
2022
Q4 | $204K | Buy |
+509
| New | +$204K | 0.16% | 129 |
|