Allworth Financial’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 | $2.36K | Buy |
55
+24
| +77% | +$1.03K | ﹤0.01% | 3625 |
|
|
2025
Q1 | $1.34K | Sell |
31
-4
| -11% | -$172 | ﹤0.01% | 3362 |
|
|
2024
Q4 | $1.46K | Buy |
35
+4
| +13% | +$166 | ﹤0.01% | 3268 |
|
|
2024
Q3 | $1.54K | Buy |
31
+15
| +94% | +$747 | ﹤0.01% | 3062 |
|
|
2024
Q2 | $641 | Hold |
16
| – | – | ﹤0.01% | 3303 |
|
|
2024
Q1 | $464 | Hold |
16
| – | – | ﹤0.01% | 3303 |
|
|
2023
Q4 | $385 | Hold |
16
| – | – | ﹤0.01% | 3189 |
|
|
2023
Q3 | $372 | Sell |
16
-2,000
| -99% | -$46.5K | ﹤0.01% | 3114 |
|
|
2023
Q2 | $50K | Buy |
2,016
+2,009
| +28,700% | +$49.8K | ﹤0.01% | 1126 |
|
|
2023
Q1 | $179 | Sell |
7
-12
| -63% | -$307 | ﹤0.01% | 3030 |
|
|
2022
Q4 | $478 | Hold |
19
| – | – | ﹤0.01% | 2641 |
|
|
2022
Q3 | $1K | Sell |
19
-8
| -30% | -$421 | ﹤0.01% | 2557 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 2300 |
|