Ameritas Investment Partners’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 | $307K | Buy |
7,179
+206
| +3% | +$8.82K | 0.01% | 1046 |
|
|
2025
Q1 | $312K | Hold |
6,973
| – | – | 0.01% | 1022 |
|
|
2024
Q4 | $270K | Buy |
6,973
+302
| +5% | +$11.7K | 0.01% | 1151 |
|
|
2024
Q3 | $332K | Buy |
6,671
+219
| +3% | +$10.9K | 0.01% | 1027 |
|
|
2024
Q2 | $229K | Buy |
6,452
+576
| +10% | +$20.4K | 0.01% | 1176 |
|
|
2024
Q1 | $170K | Hold |
5,876
| – | – | 0.01% | 1399 |
|
|
2023
Q4 | $141K | Hold |
5,876
| – | – | 0.01% | 1504 |
|
|
2023
Q3 | $136K | Buy |
5,876
+1,202
| +26% | +$27.9K | 0.01% | 1437 |
|
|
2023
Q2 | $116K | Hold |
4,674
| – | – | ﹤0.01% | 1492 |
|
|
2023
Q1 | $119K | Hold |
4,674
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q4 | $143K | Hold |
4,674
| – | – | 0.01% | 1354 |
|
|
2022
Q3 | $123K | Buy |
4,674
+288
| +7% | +$7.58K | 0.01% | 1354 |
|
|
2022
Q2 | $105K | Buy |
4,386
+761
| +21% | +$18.2K | ﹤0.01% | 1478 |
|
|
2022
Q1 | $97K | Hold |
3,625
| – | – | ﹤0.01% | 1676 |
|
|
2021
Q4 | $131K | Hold |
3,625
| – | – | ﹤0.01% | 1528 |
|
|
2021
Q3 | $121K | Hold |
3,625
| – | – | ﹤0.01% | 1562 |
|
|
2021
Q2 | $97K | Hold |
3,625
| – | – | ﹤0.01% | 1740 |
|
|
2021
Q1 | $99K | Hold |
3,625
| – | – | ﹤0.01% | 1679 |
|
|
2020
Q4 | $109K | Buy |
3,625
+750
| +26% | +$22.6K | 0.01% | 1535 |
|
|
2020
Q3 | $72K | Buy |
2,875
+1,120
| +64% | +$28K | ﹤0.01% | 1628 |
|
|
2020
Q2 | $30K | Buy |
1,755
+461
| +36% | +$7.88K | ﹤0.01% | 2140 |
|
|
2020
Q1 | $14K | Hold |
1,294
| – | – | ﹤0.01% | 2379 |
|
|
2019
Q4 | $21K | Buy |
+1,294
| New | +$21K | ﹤0.01% | 2397 |
|