SVWAG
Sound View Wealth Advisors Group’s Baxter International BAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
10,715
-28,686
| -73% | -$869K | 0.02% | 332 |
|
|
2025
Q1 | $1.35M | Buy |
39,401
+8,937
| +29% | +$306K | 0.11% | 151 |
|
|
2024
Q4 | $888K | Sell |
30,464
-10,049
| -25% | -$293K | 0.07% | 196 |
|
|
2024
Q3 | $1.54M | Buy |
40,513
+3,001
| +8% | +$114K | 0.13% | 141 |
|
|
2024
Q2 | $1.25M | Buy |
37,512
+25,907
| +223% | +$867K | 0.13% | 139 |
|
|
2024
Q1 | $496K | Sell |
11,605
-392
| -3% | -$16.8K | 0.05% | 238 |
|
|
2023
Q4 | $464K | Sell |
11,997
-2,085
| -15% | -$80.6K | 0.05% | 243 |
|
|
2023
Q3 | $531K | Sell |
14,082
-660
| -4% | -$24.9K | 0.07% | 209 |
|
|
2023
Q2 | $672K | Sell |
14,742
-101
| -0.7% | -$4.6K | 0.09% | 188 |
|
|
2023
Q1 | $602K | Buy |
14,843
+2,846
| +24% | +$115K | 0.08% | 195 |
|
|
2022
Q4 | $464K | Buy |
11,997
+1,031
| +9% | +$39.9K | 0.05% | 243 |
|
|
2022
Q3 | $591K | Buy |
10,966
+57
| +0.5% | +$3.07K | 0.13% | 142 |
|
|
2022
Q2 | $701K | Sell |
10,909
-22
| -0.2% | -$1.41K | 0.15% | 133 |
|
|
2022
Q1 | $848K | Buy |
10,931
+12
| +0.1% | +$931 | 0.16% | 124 |
|
|
2021
Q4 | $937K | Buy |
10,919
+183
| +2% | +$15.7K | 0.18% | 123 |
|
|
2021
Q3 | $864K | Buy |
10,736
+467
| +5% | +$37.6K | 0.18% | 126 |
|
|
2021
Q2 | $827K | Sell |
10,269
-274
| -3% | -$22.1K | 0.17% | 124 |
|
|
2021
Q1 | $889K | Buy |
10,543
+97
| +0.9% | +$8.18K | 0.21% | 109 |
|
|
2020
Q4 | $838K | Sell |
10,446
-381
| -4% | -$30.6K | 0.2% | 111 |
|
|
2020
Q3 | $871K | Sell |
10,827
-100
| -0.9% | -$8.05K | 0.23% | 103 |
|
|
2020
Q2 | $941K | Buy |
10,927
+528
| +5% | +$45.5K | 0.27% | 95 |
|
|
2020
Q1 | $844K | Sell |
10,399
-109
| -1% | -$8.85K | 0.29% | 91 |
|
|
2019
Q4 | $879K | Sell |
10,508
-204
| -2% | -$17.1K | 0.25% | 99 |
|
|
2019
Q3 | $937K | Sell |
10,712
-466
| -4% | -$40.8K | 0.28% | 93 |
|
|
2019
Q2 | $915K | Buy |
+11,178
| New | +$915K | 0.27% | 97 |
|