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Sweet Financial Partners’s Baxter International BAX Stock Holding History

Sweet Financial 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
2024
Q2 		– Sell
-5,125
Closed -$219K – 194
2024
Q1 		$219K Buy
+5,125
New +$208K 0.05% 185
2023
Q4 		– Sell
-13,885
Closed -$524K – 183
2023
Q3 		$524K Buy
13,885
+9,210
+197% +$392K 0.14% 103
2023
Q2 		$213K Buy
+4,675
New +$204K 0.06% 167

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Sweet Financial Partners's BAX Position: Q2 2024 in Review

Sweet Financial Partners sold out of Baxter International (BAX) in Q2 2024, closing a stake of 5,125 shares — an estimated $219K sold.

Sweet Financial Partners first reported a position in BAX in Q2 2023 and held it in 3 quarters. The position peaked at $524K in Q3 2023. 877 funds tracked by Wall St. Rank hold BAX as of Q2 2024.

  • Sweet Financial Partners reported no remaining Baxter International position as of Q2 2024 after selling out during the quarter.
  • Sweet Financial Partners sold 5,125 Baxter International shares in Q2 2024, an estimated $219K.
  • Sweet Financial Partners first reported a position in Baxter International in Q2 2023 and held it in 3 quarters.
  • Sweet Financial Partners's Baxter International position peaked at $524K in Q3 2023.
  • 877 funds tracked by Wall St. Rank held Baxter International as of Q2 2024.

Based on Sweet Financial Partners's 13F filing for Q2 2024, filed 18 Jul 2024.