Ownership history in True Wealth Design, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in BAXTER INTL INC (BAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 17 | -15 | -46.9% | 0.00% | $388 | $22.75 |
| 2025 Q2 | REDUCED | 32 | -7 | -17.9% | 0.00% | $969 | $30.04 |
| 2025 Q1 | ADDED | 39 | +23 | +143.8% | 0.00% | $1K | $33.77 |
| 2024 Q4 | ADDED | 16 | +1 | +6.7% | 0.00% | $467 | $28.63 |
| 2024 Q3 | REDUCED | 15 | -1 | -6.2% | 0.00% | $570 | $37.09 |
| 2024 Q2 | ADDED | 16 | +1 | +6.7% | 0.00% | $536 | $32.42 |
| 2024 Q1 | ADDED | 15 | +8 | +114.3% | 0.00% | $642 | $41.07 |
| 2023 Q4 | UNCHANGED | 7 | — | 0% | 0.00% | $271 | $36.89 |
| 2023 Q3 | UNCHANGED | 7 | — | 0% | 0.00% | $265 | $35.72 |
| 2023 Q2 | UNCHANGED | 7 | — | 0% | 0.00% | $319 | $42.83 |
As of 2025 Q4 — sorted by position size