Atwood & Palmer’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 | $23.9K | Sell |
559
-21
| -4% | -$900 | ﹤0.01% | 303 |
|
|
2025
Q1 | $25.9K | Hold |
580
| – | – | ﹤0.01% | 272 |
|
|
2024
Q4 | $22.5K | Hold |
580
| – | – | ﹤0.01% | 277 |
|
|
2024
Q3 | $28.9K | Sell |
580
-50
| -8% | -$2.49K | ﹤0.01% | 265 |
|
|
2024
Q2 | $22.3K | Hold |
630
| – | – | ﹤0.01% | 291 |
|
|
2024
Q1 | $18.2K | Hold |
630
| – | – | ﹤0.01% | 281 |
|
|
2023
Q4 | $15.1K | Hold |
630
| – | – | ﹤0.01% | 294 |
|
|
2023
Q3 | $14.6K | Hold |
630
| – | – | ﹤0.01% | 288 |
|
|
2023
Q2 | $15.6K | Buy |
630
+190
| +43% | +$4.71K | ﹤0.01% | 293 |
|
|
2023
Q1 | $11.2K | Buy |
440
+110
| +33% | +$2.8K | ﹤0.01% | 296 |
|
|
2022
Q4 | $8.3K | Hold |
330
| – | – | ﹤0.01% | 330 |
|
|
2022
Q3 | $9K | Buy |
330
+30
| +10% | +$818 | ﹤0.01% | 311 |
|
|
2022
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 347 |
|
|
2022
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 384 |
|
|
2021
Q4 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 373 |
|