BWP
Baldwin Wealth Partners’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
19,938
-292
| -1% | -$154K | 0.71% | 43 |
|
|
2025
Q1 | $10.3M | Buy |
20,230
+345
| +2% | +$175K | 0.72% | 42 |
|
|
2024
Q4 | $9.9M | Buy |
19,885
+1,312
| +7% | +$653K | 0.68% | 44 |
|
|
2024
Q3 | $9.6M | Buy |
18,573
+922
| +5% | +$476K | 0.65% | 45 |
|
|
2024
Q2 | $7.87M | Sell |
17,651
-1,259
| -7% | -$562K | 0.61% | 47 |
|
|
2024
Q1 | $8.05M | Sell |
18,910
-47
| -0.2% | -$20K | 0.61% | 49 |
|
|
2023
Q4 | $8.35M | Buy |
18,957
+15,377
| +430% | +$6.77M | 0.66% | 49 |
|
|
2023
Q3 | $1.31M | Hold |
3,580
| – | – | 0.11% | 98 |
|
|
2023
Q2 | $1.44M | Hold |
3,580
| – | – | 0.12% | 100 |
|
|
2023
Q1 | $1.23M | Hold |
3,580
| – | – | 0.11% | 103 |
|
|
2022
Q4 | $1.2M | Buy |
3,580
+75
| +2% | +$25.1K | 0.11% | 106 |
|
|
2022
Q3 | $1.07M | Sell |
3,505
-50
| -1% | -$15.3K | 0.15% | 66 |
|
|
2022
Q2 | $1.2M | Hold |
3,555
| – | – | 0.16% | 66 |
|
|
2022
Q1 | $1.46M | Buy |
3,555
+1,000
| +39% | +$410K | 0.15% | 66 |
|
|
2021
Q4 | $1.21M | Hold |
2,555
| – | – | 0.12% | 71 |
|
|
2021
Q3 | $1.09M | Sell |
2,555
-5
| -0.2% | -$2.13K | 0.12% | 70 |
|
|
2021
Q2 | $1.05M | Sell |
2,560
-35
| -1% | -$14.4K | 0.11% | 72 |
|
|
2021
Q1 | $915K | Hold |
2,595
| – | – | 0.11% | 73 |
|
|
2020
Q4 | $853K | Sell |
2,595
-95
| -4% | -$31.2K | 0.11% | 77 |
|
|
2020
Q3 | $970K | Hold |
2,690
| – | – | 0.13% | 76 |
|
|
2020
Q2 | $887K | Hold |
2,690
| – | – | 0.13% | 76 |
|
|
2020
Q1 | $659K | Sell |
2,690
-1,265
| -32% | -$310K | 0.12% | 84 |
|
|
2019
Q4 | $1.08M | Hold |
3,955
| – | – | 0.15% | 78 |
|
|
2019
Q3 | $969K | Sell |
3,955
-250
| -6% | -$61.3K | 0.15% | 80 |
|
|
2019
Q2 | $958K | Sell |
4,205
-50
| -1% | -$11.4K | 0.14% | 85 |
|
|
2019
Q1 | $896K | Sell |
4,255
-26,551
| -86% | -$5.59M | 0.13% | 89 |
|
|
2018
Q4 | $5.24M | Sell |
30,806
-4,198
| -12% | -$713K | 0.88% | 39 |
|
|
2018
Q3 | $6.84M | Buy |
35,004
+328
| +0.9% | +$64.1K | 0.96% | 36 |
|
|
2018
Q2 | $7.07M | Sell |
34,676
-525
| -1% | -$107K | 1.1% | 31 |
|
|
2018
Q1 | $6.73M | Buy |
35,201
+1,241
| +4% | +$237K | 1.09% | 34 |
|
|
2017
Q4 | $5.75M | Buy |
33,960
+27
| +0.1% | +$4.57K | 0.9% | 37 |
|
|
2017
Q3 | $5.3M | Sell |
33,933
-555
| -2% | -$86.8K | 0.85% | 41 |
|
|
2017
Q2 | $5.04M | Sell |
34,488
-268
| -0.8% | -$39.1K | 0.81% | 42 |
|
|
2017
Q1 | $4.54M | Sell |
34,756
-1,107
| -3% | -$145K | 0.75% | 42 |
|
|
2016
Q4 | $3.86M | Sell |
35,863
-1,950
| -5% | -$210K | 0.7% | 40 |
|
|
2016
Q3 | $4.79M | Buy |
+37,813
| New | +$4.79M | 0.87% | 38 |
|