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Legacy Capital Wealth Partners’s Baxter International BAX Stock Holding History

Legacy Capital Wealth Partners’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
2026
Q1 		$405K Buy
24,118
+8,968
+59% +$174K 0.08% 241
2025
Q4 		$290K Sell
15,150
-947
-6% -$18.9K 0.06% 308
2025
Q3 		$367K Buy
16,097
+4,569
+40% +$116K 0.08% 269
2025
Q2 		$349K Sell
11,528
-2,352
-17% -$71.3K 0.08% 280
2025
Q1 		$475K Sell
13,880
-1,515
-10% -$49.5K 0.12% 189
2024
Q4 		$449K Buy
15,395
+6,606
+75% +$222K 0.11% 201
2024
Q3 		$334K Buy
+8,789
New +$323K 0.07% 259
2023
Q4 		– Sell
-6,165
Closed -$233K – 285
2023
Q3 		$233K Buy
+6,165
New +$263K 0.06% 248
2023
Q2 		– Sell
-5,931
Closed -$241K – 61
2023
Q1 		$241K Buy
+5,931
New +$251K 0.07% 222

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return