Atwood & Palmer’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 | $11.1K | Sell |
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|
2025
Q2 | $23.9K | Sell |
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|
2025
Q1 | $25.9K | Hold |
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|
2024
Q4 | $22.5K | Hold |
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|
2024
Q3 | $28.9K | Sell |
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|
2024
Q2 | $22.3K | Hold |
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|
2024
Q1 | $18.2K | Hold |
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|
2023
Q4 | $15.1K | Hold |
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|
2023
Q3 | $14.6K | Hold |
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|
2023
Q2 | $15.6K | Buy |
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|
2023
Q1 | $11.2K | Buy |
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|
2022
Q4 | $8.3K | Hold |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $11K | Buy |
|