Ameritas Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $166K | Sell |
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|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $332K | Buy |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | $170K | Hold |
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|
2023
Q4 | $141K | Hold |
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|
2023
Q3 | $136K | Buy |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $143K | Hold |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $105K | Buy |
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|
2022
Q1 | $97K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $72K | Buy |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $21K | Buy |
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