Baron Wealth Management’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
4,921
-315
| -6% | -$33.5K | 0.19% | 78 |
|
|
2025
Q1 | $525K | Sell |
5,236
-116
| -2% | -$11.6K | 0.23% | 68 |
|
|
2024
Q4 | $483K | Hold |
5,352
| – | – | 0.23% | 70 |
|
|
2024
Q3 | $431K | Sell |
5,352
-5
| -0.1% | -$402 | 0.21% | 75 |
|
|
2024
Q2 | $409K | Sell |
5,357
-26
| -0.5% | -$1.99K | 0.21% | 73 |
|
|
2024
Q1 | $410K | Sell |
5,383
-1,532
| -22% | -$117K | 0.22% | 73 |
|
|
2023
Q4 | $463K | Hold |
6,915
| – | – | 0.25% | 58 |
|
|
2023
Q3 | $432K | Sell |
6,915
-966
| -12% | -$60.4K | 0.28% | 57 |
|
|
2023
Q2 | $473K | Sell |
7,881
-498
| -6% | -$29.9K | 0.3% | 53 |
|
|
2023
Q1 | $472K | Buy |
8,379
+537
| +7% | +$30.2K | 0.33% | 49 |
|
|
2022
Q4 | $454K | Buy |
+7,842
| New | +$454K | 0.35% | 42 |
|