White Knight Strategic Wealth Advisors’s Baxter International BAX Stock Holding History

White Knight Strategic Wealth Advisors’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
2025 Q3	–	Sell	-6,800	Closed	-$206K	–	92
2025 Q2	$206K	Sell	6,800 -2,645	-28%	-$80.2K	0.18%	80
2025 Q1	$323K	Sell	9,445 -12,961	-58%	-$424K	0.3%	60
2024 Q4	$653K	Buy	22,406 +8,968	+67%	+$302K	0.27%	60
2024 Q3	$510K	Buy	13,438 +335	+3%	+$12.3K	0.46%	47
2024 Q2	$438K	Sell	13,103 -55	-0.4%	-$2.03K	0.44%	43
2024 Q1	$562K	Buy	13,158 +125	+1%	+$5.08K	0.58%	37
2023 Q4	$504K	Buy	13,033 +2,855	+28%	+$101K	0.58%	37
2023 Q3	$384K	Buy	10,178 +90	+0.9%	+$3.83K	0.51%	37
2023 Q2	$460K	Buy	10,088 +1,975	+24%	+$86K	0.54%	37
2023 Q1	$329K	Buy	+8,113	New	+$344K	0.41%	49

Other funds holding BAX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return