Baron Wealth Management LLC RB GLOBAL INC Transaction History

Baron Wealth Management LLC

  • $282 Billion
  • Q2 2025
Number of Shares
4,921
Previous 5,236 6.02%
Holding current value
$523 Million
Previous $525 Million 0.5%
% of portfolio
0.19%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
N/A
-315 Reduced 6.02%
4,921 $523 Million
Q1 2025

May 14, 2025
SELL
N/A
-116 Reduced 2.17%
5,236 $525 Million
Q3 2024

Nov 07, 2024
SELL
N/A
-5 Reduced 0.09%
5,352 $431 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-26 Reduced 0.48%
5,357 $409 Million
Q1 2024

May 08, 2024
SELL
N/A
-1,532 Reduced 22.15%
5,383 $410 Million
Q3 2023

Nov 01, 2023
SELL
N/A
-966 Reduced 12.26%
6,915 $432 Million
Q2 2023

Aug 08, 2023
BUY
N/A
7,881 New
7,881 $473 Million
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email