Baron Wealth Management LLC Purchases and Sells in Q4 2024

Baron Wealth Management LLC

$212 Billion
Q4 2024

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	371 + 1.21%	$221.69 - $259.02 $82.2K - $96.1K	30.9K $7.74B
AMZN	728 + 7.28%	$180.88 - $232.93 $132K - $170K	10.7K $2.35B
F	60.6K + 33.41%	$9.69 - $11.4 $588K - $691K	242K $2.4B
NVDA	865 + 5.11%	$117.0 - $148.88 $101K - $129K	17.8K $2.39B
IJR	6.25K + 2.78%	$113.92 - $127.38 $711K - $795K	231K $26.6B
JPM	176 + 3.44%	$205.18 - $250.29 $36.1K - $44.1K	5.29K $1.27B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	18.6K New	$183.23 - $199.79 $3.42M - $3.72M	18.6K $3.45B
VEU	20.8K New	$57.29 - $63.1 $1.19M - $1.31M	20.8K $1.19B
BAC	13.6K New	$39.22 - $47.77 $532K - $648K	13.6K $596M
APP	1.38K New	$130.67 - $401.5 $181K - $555K	1.38K $448M
GILD	3.76K New	$83.95 - $97.9 $316K - $368K	3.76K $347M
CRH.L	2.48K New	N/A	2.48K $229M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	-5.15K - 49.77%	$100.22 - $100.73 $516K - $519K	5.2K $521M
JNJ	-2.06K - 16.82%	$143.34 - $165.86 $295K - $341K	10.2K $1.47B
QUAL	-439 - 0.14%	$176.42 - $186.91 $77.4K - $82.1K	304K $54.1B
BAX	-5.54K - 18.73%	$28.63 - $37.84 $159K - $210K	24K $701M
MSI	-585 - 45.53%	$449.08 - $504.6 $263K - $295K	700 $324M
CVX	-1.57K - 20.16%	$141.15 - $162.53 $222K - $256K	6.24K $903M

Activity Summary All Purchases 106 New Holdings 18 Increased Positions 88 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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