Jeppson 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	-8,392	Closed	-$254K	–	226
2025 Q2	$254K	Buy	8,392 +2,395	+40%	+$72.6K	0.09%	183
2025 Q1	$205K	Buy	+5,997	New	+$196K	0.08%	193
2024 Q2	–	Sell	-4,956	Closed	-$212K	–	206
2024 Q1	$212K	Buy	+4,956	New	+$202K	0.08%	191
2023 Q3	–	Sell	-4,521	Closed	-$206K	–	185
2023 Q2	$206K	Buy	+4,521	New	+$197K	0.09%	181
2022 Q3	–	Sell	-3,381	Closed	-$217K	–	196
2022 Q2	$217K	Hold	3,381	–	–	0.09%	171
2022 Q1	$262K	Hold	3,381	–	–	0.12%	140
2021 Q4	$290K	Hold	3,381	–	–	0.14%	125
2021 Q3	$271K	Hold	3,381	–	–	0.14%	122
2021 Q2	$272K	Hold	3,381	–	–	0.15%	122
2021 Q1	$285K	Hold	3,381	–	–	0.17%	109
2020 Q4	$271K	Hold	3,381	–	–	0.18%	107
2020 Q3	$272K	Buy	+3,381	New	+$284K	0.21%	95