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Carolinas Wealth Consulting’s Baxter International BAX Stock Holding History

Carolinas Wealth Consulting’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$685 – 84
2025
Q1 		$685 Sell
20
-188
-90% -$6.15K ﹤0.01% 943
2024
Q4 		$6.1K Hold
208
– – ﹤0.01% 606
2024
Q3 		$7.96K Buy
208
+27
+15% +$992 ﹤0.01% 597
2024
Q2 		$6.11K Hold
181
– – ﹤0.01% 622
2024
Q1 		$7.79K Hold
181
– – ﹤0.01% 594
2023
Q4 		$7.05K Hold
181
– – ﹤0.01% 583
2023
Q3 		$5.87K Sell
181
-9
-5% -$383 ﹤0.01% 589
2023
Q2 		$8.71K Hold
190
– – ﹤0.01% 611
2023
Q1 		$7.8K Sell
190
-481
-72% -$20.4K ﹤0.01% 635
2022
Q4 		$34.4K Buy
671
+158
+31% +$8.49K 0.01% 404
2022
Q3 		$28K Buy
513
+27
+6% +$1.63K 0.01% 399
2022
Q2 		$31K Hold
486
– – 0.01% 389
2022
Q1 		$38K Hold
486
– – 0.01% 388
2021
Q4 		$42K Buy
486
+291
+149% +$23.4K 0.01% 386
2021
Q3 		$16K Sell
195
-156
-44% -$12.3K ﹤0.01% 505
2021
Q2 		$28K Hold
351
– – 0.01% 442
2021
Q1 		$30K Hold
351
– – 0.01% 441
2020
Q4 		$28K Sell
351
-83
-19% -$6.58K 0.01% 419
2020
Q3 		$35K Buy
434
+248
+133% +$20.9K 0.01% 331
2020
Q2 		$16K Buy
+186
New +$16.2K 0.01% 302

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Pzena Investment Management
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's BAX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Baxter International (BAX) in Q2 2025, closing a stake of 20 shares — an estimated $685 sold.

Carolinas Wealth Consulting first reported a position in BAX in Q2 2020 and held it in 20 quarters. The position peaked at $42K in Q4 2021. 771 funds tracked by Wall St. Rank hold BAX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Baxter International position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 20 Baxter International shares in Q2 2025, an estimated $685.
  • Carolinas Wealth Consulting first reported a position in Baxter International in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Baxter International position peaked at $42K in Q4 2021.
  • 771 funds tracked by Wall St. Rank held Baxter International as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.