AssetMark Inc’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	$1.22M	Buy	28,404 +27,434	+2,828%	+$1.17M	﹤0.01%	882
2025 Q1	$43.3K	Hold	970	–	–	﹤0.01%	1474
2024 Q4	$37.6K	Hold	970	–	–	﹤0.01%	1498
2024 Q3	$48.3K	Hold	970	–	–	﹤0.01%	1298
2024 Q2	$34.4K	Buy	+970	New	+$34.4K	﹤0.01%	1294