Cambridge Investment Research Advisors’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 | $1.33M | Buy |
31,036
+3
| +0% | +$128 | ﹤0.01% | 1725 |
|
|
2025
Q1 | $1.39M | Hold |
31,033
| – | – | ﹤0.01% | 1607 |
|
|
2024
Q4 | $1.2M | Sell |
31,033
-1
| -0% | -$39 | ﹤0.01% | 1726 |
|
|
2024
Q3 | $1.55M | Hold |
31,034
| – | – | 0.01% | 1551 |
|
|
2024
Q2 | $1.1M | Buy |
31,034
+361
| +1% | +$12.8K | ﹤0.01% | 1700 |
|
|
2024
Q1 | $888K | Hold |
30,673
| – | – | ﹤0.01% | 1810 |
|
|
2023
Q4 | $737K | Buy |
30,673
+100
| +0.3% | +$2.4K | ﹤0.01% | 1863 |
|
|
2023
Q3 | $710K | Hold |
30,573
| – | – | ﹤0.01% | 1802 |
|
|
2023
Q2 | $758K | Hold |
30,573
| – | – | ﹤0.01% | 1811 |
|
|
2023
Q1 | $778K | Hold |
30,573
| – | – | ﹤0.01% | 1749 |
|
|
2022
Q4 | $769K | Hold |
30,573
| – | – | ﹤0.01% | 1694 |
|
|
2022
Q3 | $806K | Hold |
30,573
| – | – | ﹤0.01% | 1622 |
|
|
2022
Q2 | $738K | Buy |
30,573
+5,053
| +20% | +$122K | ﹤0.01% | 1682 |
|
|
2022
Q1 | $685K | Hold |
25,520
| – | – | ﹤0.01% | 1858 |
|
|
2021
Q4 | $922K | Hold |
25,520
| – | – | ﹤0.01% | 1633 |
|
|
2021
Q3 | $850K | Hold |
25,520
| – | – | ﹤0.01% | 1657 |
|
|
2021
Q2 | $680K | Buy |
25,520
+6,410
| +34% | +$171K | ﹤0.01% | 1815 |
|
|
2021
Q1 | $521K | Buy |
19,110
+8,625
| +82% | +$235K | ﹤0.01% | 1885 |
|
|
2020
Q4 | $314K | Hold |
10,485
| – | – | ﹤0.01% | 2098 |
|
|
2020
Q3 | $261K | Hold |
10,485
| – | – | ﹤0.01% | 2046 |
|
|
2020
Q2 | $181K | Buy |
+10,485
| New | +$181K | ﹤0.01% | 2192 |
|