Bank of Montreal’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 | $223K | Buy |
+5,202
| New | +$223K | ﹤0.01% | 2469 |
|
|
2021
Q2 | – | Sell |
-1,463
| Closed | -$43K | – | 4597 |
|
|
2021
Q1 | $43K | Sell |
1,463
-5,298
| -78% | -$156K | ﹤0.01% | 3386 |
|
|
2020
Q4 | $191K | Buy |
6,761
+4,989
| +282% | +$141K | ﹤0.01% | 2793 |
|
|
2020
Q3 | $48K | Sell |
1,772
-9
| -0.5% | -$244 | ﹤0.01% | 3057 |
|
|
2020
Q2 | $29K | Buy |
+1,781
| New | +$29K | ﹤0.01% | 3322 |
|
|
2020
Q1 | – | Sell |
-1,892
| Closed | -$30K | – | 4198 |
|
|
2019
Q4 | $30K | Buy |
+1,892
| New | +$30K | ﹤0.01% | 3558 |
|