Evercore Wealth Management’s Baxter International BAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-6,711
| Closed | -$203K | – | 416 |
|
|
2025
Q2 | $203K | Hold |
6,711
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $230K | Sell |
6,711
-3,982
| -37% | -$130K | ﹤0.01% | 378 |
|
|
2024
Q4 | $312K | Hold |
10,693
| – | – | ﹤0.01% | 338 |
|
|
2024
Q3 | $406K | Sell |
10,693
-1,300
| -11% | -$47.8K | 0.01% | 298 |
|
|
2024
Q2 | $401K | Sell |
11,993
-388
| -3% | -$14.3K | 0.01% | 299 |
|
|
2024
Q1 | $529K | Sell |
12,381
-767
| -6% | -$31.2K | 0.01% | 274 |
|
|
2023
Q4 | $508K | Sell |
13,148
-3,700
| -22% | -$131K | 0.01% | 281 |
|
|
2023
Q3 | $636K | Sell |
16,848
-1,250
| -7% | -$53.2K | 0.01% | 245 |
|
|
2023
Q2 | $825K | Sell |
18,098
-1,004
| -5% | -$43.7K | 0.02% | 232 |
|
|
2023
Q1 | $775K | Sell |
19,102
-4,542
| -19% | -$193K | 0.02% | 234 |
|
|
2022
Q4 | $1.21M | Sell |
23,644
-75
| -0.3% | -$4.03K | 0.03% | 192 |
|
|
2022
Q3 | $1.28M | Hold |
23,719
| – | – | 0.03% | 176 |
|
|
2022
Q2 | $1.52M | Sell |
23,719
-909
| -4% | -$66K | 0.03% | 165 |
|
|
2022
Q1 | $1.91M | Sell |
24,628
-75
| -0.3% | -$6.28K | 0.03% | 164 |
|
|
2021
Q4 | $2.12M | Sell |
24,703
-1,650
| -6% | -$133K | 0.03% | 166 |
|
|
2021
Q3 | $2.12M | Hold |
26,353
| – | – | 0.04% | 163 |
|
|
2021
Q2 | $2.12M | Buy |
26,353
+882
| +3% | +$74K | 0.04% | 169 |
|
|
2021
Q1 | $2.15M | Sell |
25,471
-1,200
| -4% | -$95.3K | 0.04% | 161 |
|
|
2020
Q4 | $2.14M | Sell |
26,671
-4,112
| -13% | -$326K | 0.05% | 150 |
|
|
2020
Q3 | $2.48M | Sell |
30,783
-217
| -0.7% | -$18.3K | 0.06% | 131 |
|
|
2020
Q2 | $2.67M | Buy |
31,000
+3,675
| +13% | +$320K | 0.07% | 122 |
|
|
2020
Q1 | $2.22M | Sell |
27,325
-110
| -0.4% | -$9.49K | 0.07% | 124 |
|
|
2019
Q4 | $2.29M | Buy |
27,435
+38
| +0.1% | +$3.14K | 0.06% | 145 |
|
|
2019
Q3 | $2.4M | Buy |
27,397
+1,145
| +4% | +$97.7K | 0.07% | 135 |
|
|
2019
Q2 | $2.15M | Buy |
26,252
+919
| +4% | +$71.4K | 0.07% | 145 |
|
|
2019
Q1 | $2.06M | Sell |
25,333
-37
| -0.1% | -$2.69K | 0.07% | 144 |
|
|
2018
Q4 | $1.67M | Buy |
25,370
+869
| +4% | +$58.4K | 0.06% | 145 |
|
|
2018
Q3 | $1.89M | Sell |
24,501
-4,775
| -16% | -$354K | 0.06% | 149 |
|
|
2018
Q2 | $2.16M | Buy |
29,276
+20,901
| +250% | +$1.47M | 0.07% | 135 |
|
|
2018
Q1 | $545K | Sell |
8,375
-600
| -7% | -$40.6K | 0.02% | 235 |
|
|
2017
Q4 | $580K | Sell |
8,975
-112
| -1% | -$7.19K | 0.02% | 241 |
|
|
2017
Q3 | $570K | Buy |
9,087
+260
| +3% | +$16.1K | 0.02% | 237 |
|
|
2017
Q2 | $534K | Sell |
8,827
-840
| -9% | -$47.7K | 0.02% | 246 |
|
|
2017
Q1 | $501K | Sell |
9,667
-2,917
| -23% | -$143K | 0.02% | 261 |
|
|
2016
Q4 | $558K | Buy |
12,584
+2,121
| +20% | +$98.1K | 0.02% | 246 |
|
|
2016
Q3 | $498K | Buy |
10,463
+666
| +7% | +$31.4K | 0.02% | 248 |
|
|
2016
Q2 | $443K | Buy |
9,797
+567
| +6% | +$24.9K | 0.02% | 254 |
|
|
2016
Q1 | $380K | Sell |
9,230
-2,250
| -20% | -$85.7K | 0.02% | 276 |
|
|
2015
Q4 | $438K | Buy |
11,480
+3,290
| +40% | +$120K | 0.02% | 267 |
|
|
2015
Q3 | $268K | Sell |
8,190
-12,144
| -60% | -$460K | 0.01% | 340 |
|
|
2015
Q2 | $772K | Buy |
20,334
+2,296
| +13% | +$85.8K | 0.03% | 227 |
|
|
2015
Q1 | $673K | Buy |
18,038
+1,226
| +7% | +$46.5K | 0.03% | 235 |
|
|
2014
Q4 | $668K | Sell |
16,812
-921
| -5% | -$35.9K | 0.03% | 207 |
|
|
2014
Q3 | $693K | Sell |
17,733
-655
| -4% | -$26.6K | 0.03% | 224 |
|
|
2014
Q2 | $722K | Buy |
18,388
+830
| +5% | +$33.2K | 0.04% | 225 |
|
|
2014
Q1 | $702K | Buy |
17,558
+2,007
| +13% | +$75K | 0.04% | 216 |
|
|
2013
Q4 | $588K | Buy |
15,551
+503
| +3% | +$18.2K | 0.03% | 244 |
|
|
2013
Q3 | $537K | Buy |
15,048
+108
| +0.7% | +$4.19K | 0.03% | 270 |
|
|
2013
Q2 | $560K | Buy |
+14,940
| New | +$572K | 0.03% | 264 |
|
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