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Heartwood Wealth Advisors’s Baxter International BAX Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-1,000
Closed -$22.8K – 241
2025
Q3 		$22.8K Buy
+1,000
New +$25.4K ﹤0.01% 352

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GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heartwood Wealth Advisors's BAX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Baxter International (BAX) in Q4 2025, closing a stake of 1,000 shares — an estimated $22.8K sold.

Heartwood Wealth Advisors first reported a position in BAX in Q3 2025 and held it in 1 quarter. The position peaked at $22.8K in Q3 2025. 710 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,000 Baxter International shares in Q4 2025, an estimated $22.8K.
  • Heartwood Wealth Advisors first reported a position in Baxter International in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Baxter International position peaked at $22.8K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.