Advisory Services Network’s Baldwin Insurance Group BWIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$580K	Buy	26,415 +2,058	+8%	+$44.5K	0.01%	1202
2025 Q4	$585K	Buy	24,357 +9,941	+69%	+$253K	0.01%	1141
2025 Q3	$407K	Buy	14,416 +37	+0.3%	+$1.28K	0.01%	1306
2025 Q2	$530K	Buy	14,379 +1,277	+10%	+$51.8K	0.01%	1133
2025 Q1	$586K	Sell	13,102 -253	-2%	-$10.3K	0.01%	980
2024 Q4	$518K	Buy	13,355 +4,065	+44%	+$190K	0.01%	1028
2024 Q3	$330K	Hold	9,290	–	–	0.01%	1167
2024 Q2	$330K	Buy	+9,290	New	+$287K	0.01%	1167
2024 Q1	–	Sell	-964	Closed	-$23.2K	–	3748
2023 Q4	$23.2K	Buy	+964	New	+$20.5K	﹤0.01%	2444
2023 Q2	–	Sell	-775	Closed	-$19.7K	–	3745
2023 Q1	$19.7K	Sell	775 -539	-41%	-$15K	﹤0.01%	2549
2022 Q4	$33K	Buy	+1,314	New	+$36.2K	﹤0.01%	2194
2021 Q4	–	Sell	-6,359	Closed	-$212K	–	1524
2021 Q3	$212K	Sell	6,359 -1,122	-15%	-$35.1K	0.01%	1246
2021 Q2	$199K	Hold	7,481	–	–	0.01%	1273
2021 Q1	$204K	Sell	7,481 -568	-7%	-$15.4K	0.01%	1179
2020 Q4	$241K	Buy	8,049 +6,236	+344%	+$180K	0.01%	994
2020 Q3	$45K	Buy	+1,813	New	+$39.2K	﹤0.01%	1653
2020 Q2	–	Sell	-1,273	Closed	-$13K	–	2816
2020 Q1	$13K	Buy	+1,273	New	+$19.4K	﹤0.01%	2124