Advisory Services Network’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
14,379
+1,277
| +10% | +$47K | 0.01% | 1133 |
|
|
2025
Q1 | $586K | Sell |
13,102
-253
| -2% | -$11.3K | 0.01% | 980 |
|
|
2024
Q4 | $518K | Buy |
13,355
+4,065
| +44% | +$158K | 0.01% | 1028 |
|
|
2024
Q3 | $330K | Hold |
9,290
| – | – | 0.01% | 1167 |
|
|
2024
Q2 | $330K | Buy |
+9,290
| New | +$330K | 0.01% | 1167 |
|
|
2024
Q1 | – | Sell |
-964
| Closed | -$23.2K | – | 3748 |
|
|
2023
Q4 | $23.2K | Buy |
+964
| New | +$23.2K | ﹤0.01% | 2444 |
|
|
2023
Q2 | – | Sell |
-775
| Closed | -$19.7K | – | 3745 |
|
|
2023
Q1 | $19.7K | Sell |
775
-539
| -41% | -$13.7K | ﹤0.01% | 2549 |
|
|
2022
Q4 | $33K | Buy |
+1,314
| New | +$33K | ﹤0.01% | 2194 |
|
|
2021
Q4 | – | Sell |
-6,359
| Closed | -$212K | – | 1524 |
|
|
2021
Q3 | $212K | Sell |
6,359
-1,122
| -15% | -$37.4K | 0.01% | 1246 |
|
|
2021
Q2 | $199K | Hold |
7,481
| – | – | 0.01% | 1273 |
|
|
2021
Q1 | $204K | Sell |
7,481
-568
| -7% | -$15.5K | 0.01% | 1179 |
|
|
2020
Q4 | $241K | Buy |
8,049
+6,236
| +344% | +$187K | 0.01% | 994 |
|
|
2020
Q3 | $45K | Buy |
+1,813
| New | +$45K | ﹤0.01% | 1653 |
|
|
2020
Q2 | – | Sell |
-1,273
| Closed | -$13K | – | 2815 |
|
|
2020
Q1 | $13K | Buy |
+1,273
| New | +$13K | ﹤0.01% | 2124 |
|