Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-280
| Closed | -$9.37K | – | 639 |
|
|
2024
Q2 | $9.37K | Hold |
280
| – | – | ﹤0.01% | 527 |
|
|
2024
Q1 | $12K | Hold |
280
| – | – | 0.01% | 509 |
|
|
2023
Q4 | $10.8K | Hold |
280
| – | – | 0.01% | 505 |
|
|
2023
Q3 | $10.6K | Hold |
280
| – | – | 0.01% | 536 |
|
|
2023
Q2 | $12.8K | Hold |
280
| – | – | 0.01% | 528 |
|
|
2023
Q1 | $11.4K | Hold |
280
| – | – | 0.01% | 551 |
|
|
2022
Q4 | $14.3K | Hold |
280
| – | – | 0.01% | 530 |
|
|
2022
Q3 | $15K | Hold |
280
| – | – | 0.01% | 531 |
|
|
2022
Q2 | $18K | Hold |
280
| – | – | 0.01% | 527 |
|
|
2022
Q1 | $22K | Hold |
280
| – | – | 0.01% | 552 |
|
|
2021
Q4 | $24K | Hold |
280
| – | – | 0.01% | 570 |
|
|
2021
Q3 | $23K | Hold |
280
| – | – | 0.01% | 577 |
|
|
2021
Q2 | $23K | Sell |
280
-600
| -68% | -$50.3K | 0.01% | 636 |
|
|
2021
Q1 | $74K | Hold |
880
| – | – | 0.02% | 422 |
|
|
2020
Q4 | $71K | Hold |
880
| – | – | 0.02% | 419 |
|
|
2020
Q3 | $71K | Hold |
880
| – | – | 0.02% | 388 |
|
|
2020
Q2 | $76K | Hold |
880
| – | – | 0.03% | 363 |
|
|
2020
Q1 | $71K | Hold |
880
| – | – | 0.03% | 357 |
|
|
2019
Q4 | $74K | Hold |
880
| – | – | 0.02% | 442 |
|
|
2019
Q3 | $77K | Hold |
880
| – | – | 0.02% | 419 |
|
|
2019
Q2 | $72K | Hold |
880
| – | – | 0.02% | 435 |
|
|
2019
Q1 | $72K | Hold |
880
| – | – | 0.02% | 438 |
|
|
2018
Q4 | $58K | Hold |
880
| – | – | 0.02% | 444 |
|
|
2018
Q3 | $68K | Hold |
880
| – | – | 0.02% | 472 |
|
|
2018
Q2 | $65K | Hold |
880
| – | – | 0.02% | 476 |
|
|
2018
Q1 | $57K | Buy |
+880
| New | +$59.5K | 0.02% | 506 |
|
|
2015
Q1 | $141K | Sell |
3,787
-2,393
| -39% | -$90.7K | 0.04% | 334 |
|
|
2014
Q4 | $246K | Buy |
6,180
+920
| +17% | +$35.8K | 0.08% | 241 |
|
|
2014
Q3 | $205K | Buy |
5,260
+184
| +4% | +$7.47K | 0.07% | 250 |
|
|
2014
Q2 | $200K | Buy |
5,076
+1,749
| +53% | +$70K | 0.06% | 258 |
|
|
2014
Q1 | $133K | Hold |
3,327
| – | – | 0.05% | 269 |
|
|
2013
Q4 | $126K | Buy |
3,327
+308
| +10% | +$11.2K | 0.05% | 269 |
|
|
2013
Q3 | $108K | Buy |
+3,019
| New | +$117K | 0.04% | 272 |
|
Other funds holding BAX
Optimum Investment Advisors's BAX Position: Q3 2024 in Review
Optimum Investment Advisors sold out of Baxter International (BAX) in Q3 2024, closing a stake of 280 shares — an estimated $9.37K sold.
Optimum Investment Advisors first reported a position in BAX in Q3 2013 and held it in 33 quarters. The position peaked at $246K in Q4 2014. 898 funds tracked by Wall St. Rank hold BAX as of Q3 2024.
- Optimum Investment Advisors reported no remaining Baxter International position as of Q3 2024 after selling out during the quarter.
- Optimum Investment Advisors sold 280 Baxter International shares in Q3 2024, an estimated $9.37K.
- Optimum Investment Advisors first reported a position in Baxter International in Q3 2013 and held it in 33 quarters.
- Optimum Investment Advisors's Baxter International position peaked at $246K in Q4 2014.
- 898 funds tracked by Wall St. Rank held Baxter International as of Q3 2024.
Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.