Cambridge Investment Research Advisors’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 | $870K | Sell |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.39M | Hold |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.54M | Hold |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $888K | Hold |
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|
2023
Q4 | $737K | Buy |
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|
2023
Q3 | $710K | Hold |
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|
2023
Q2 | $758K | Hold |
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|
2023
Q1 | $778K | Hold |
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|
2022
Q4 | $769K | Hold |
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|
2022
Q3 | $806K | Hold |
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|
2022
Q2 | $738K | Buy |
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|
2022
Q1 | $685K | Hold |
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|
2021
Q4 | $922K | Hold |
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|
2021
Q3 | $850K | Hold |
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|
2021
Q2 | $680K | Buy |
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|
2021
Q1 | $521K | Buy |
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|
2020
Q4 | $314K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $181K | Buy |
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