Annis Gardner Whiting Capital Advisors’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 | $327K | Buy |
+7,643
| New | +$327K | 0.11% | 160 |
|
|
2025
Q1 | – | Sell |
-7,000
| Closed | -$271K | – | 839 |
|
|
2024
Q4 | $271K | Hold |
7,000
| – | – | 0.08% | 186 |
|
|
2024
Q3 | $349K | Sell |
7,000
-249,130
| -97% | -$12.4M | 0.1% | 166 |
|
|
2024
Q2 | $9.08M | Sell |
256,130
-53,000
| -17% | -$1.88M | 2.58% | 6 |
|
|
2024
Q1 | $8.95M | Sell |
309,130
-16,700
| -5% | -$483K | 3.2% | 4 |
|
|
2023
Q4 | $7.83M | Buy |
325,830
+104,800
| +47% | +$2.52M | 3.46% | 4 |
|
|
2023
Q3 | $5.13M | Buy |
+221,030
| New | +$5.13M | 2.74% | 6 |
|