Heritage Wealth Advisors’s Baxter International BAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.38K | Hold |
320
| – | – | ﹤0.01% | 563 |
|
|
2025
Q4 | $6.12K | Hold |
320
| – | – | ﹤0.01% | 486 |
|
|
2025
Q3 | $7.29K | Hold |
320
| – | – | ﹤0.01% | 448 |
|
|
2025
Q2 | $9.69K | Hold |
320
| – | – | ﹤0.01% | 427 |
|
|
2025
Q1 | $11K | Hold |
320
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $9.33K | Hold |
320
| – | – | ﹤0.01% | 447 |
|
|
2024
Q3 | $12.2K | Hold |
320
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $10.7K | Hold |
320
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $13.7K | Hold |
320
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $12.4K | Sell |
320
-815
| -72% | -$28.8K | ﹤0.01% | 441 |
|
|
2023
Q3 | $42.8K | Sell |
1,135
-50
| -4% | -$2.13K | ﹤0.01% | 311 |
|
|
2023
Q2 | $54K | Hold |
1,185
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $48.1K | Hold |
1,185
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $60.4K | Hold |
1,185
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $63.8K | Hold |
1,185
| – | – | ﹤0.01% | 281 |
|
|
2022
Q2 | $76K | Hold |
1,185
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $92K | Hold |
1,185
| – | – | 0.01% | 259 |
|
|
2021
Q4 | $102K | Sell |
1,185
-86
| -7% | -$6.92K | 0.01% | 266 |
|
|
2021
Q3 | $102K | Hold |
1,271
| – | – | 0.01% | 248 |
|
|
2021
Q2 | $102K | Hold |
1,271
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $107K | Hold |
1,271
| – | – | 0.01% | 260 |
|
|
2020
Q4 | $102K | Sell |
1,271
-57
| -4% | -$4.51K | 0.01% | 256 |
|
|
2020
Q3 | $107K | Buy |
1,328
+143
| +12% | +$12K | 0.01% | 200 |
|
|
2020
Q2 | $102K | Hold |
1,185
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $96.2K | Sell |
1,185
-11
| -0.9% | -$949 | 0.02% | 192 |
|
|
2019
Q4 | $100K | Buy |
1,196
+11
| +0.9% | +$910 | 0.01% | 230 |
|
|
2019
Q3 | $103K | Sell |
1,185
-120
| -9% | -$10.2K | 0.02% | 211 |
|
|
2019
Q2 | $107K | Buy |
1,305
+20
| +2% | +$1.55K | 0.02% | 185 |
|
|
2019
Q1 | $104K | Hold |
1,285
| – | – | 0.02% | 173 |
|
|
2018
Q4 | $84K | Hold |
1,285
| – | – | 0.02% | 170 |
|
|
2018
Q3 | $99K | Buy |
+1,285
| New | +$95.3K | 0.02% | 158 |
|
|
2015
Q3 | – | Sell |
-6,305
| Closed | -$239K | – | 74 |
|
|
2015
Q2 | $239K | Hold |
6,305
| – | – | 0.2% | 78 |
|
|
2015
Q1 | $234K | Hold |
6,305
| – | – | 0.19% | 82 |
|
|
2014
Q4 | $251K | Buy |
+6,305
| New | +$246K | 0.22% | 80 |
|
Other funds holding BAX
VCM
VPM
GA
Heritage Wealth Advisors's BAX Position: Q1 2026 in Review
Heritage Wealth Advisors held its Baxter International (BAX) position steady in Q1 2026 at 320 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #563.
Heritage Wealth Advisors first reported a position in BAX in Q4 2014 and has held it in 34 quarters since. The position peaked at $251K in Q4 2014. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.
- Heritage Wealth Advisors held 320 shares of Baxter International worth $5.38K as of Q1 2026.
- Heritage Wealth Advisors left its Baxter International share count unchanged in Q1 2026.
- Baxter International made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #563 holding.
- Heritage Wealth Advisors first reported a position in Baxter International in Q4 2014 and has held it in 34 quarters since.
- Heritage Wealth Advisors's Baxter International position peaked at $251K in Q4 2014.
- 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.
Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.