Atria Investments’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,108
Closed -$454K 2011
2024
Q3
$454K Sell
9,108
-441
-5% -$22K 0.01% 1380
2024
Q2
$339K Buy
+9,549
New +$339K ﹤0.01% 1515