Carson Wealth (CWM LLC)’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Sell |
242
-43
| -15% | -$1.78K | ﹤0.01% | 4322 |
|
|
2025
Q1 | $13K | Buy |
285
+32
| +13% | +$1.46K | ﹤0.01% | 3974 |
|
|
2024
Q4 | $10K | Buy |
253
+11
| +5% | +$435 | ﹤0.01% | 3899 |
|
|
2024
Q3 | $12K | Buy |
242
+51
| +27% | +$2.53K | ﹤0.01% | 3711 |
|
|
2024
Q2 | $7K | Buy |
191
+6
| +3% | +$220 | ﹤0.01% | 3740 |
|
|
2024
Q1 | $5K | Hold |
185
| – | – | ﹤0.01% | 3709 |
|
|
2023
Q4 | $4K | Sell |
185
-6
| -3% | -$130 | ﹤0.01% | 3646 |
|
|
2023
Q3 | $4K | Sell |
191
-425
| -69% | -$8.9K | ﹤0.01% | 3614 |
|
|
2023
Q2 | $15K | Sell |
616
-68
| -10% | -$1.66K | ﹤0.01% | 2843 |
|
|
2023
Q1 | $17K | Buy |
684
+1
| +0.1% | +$25 | ﹤0.01% | 2633 |
|
|
2022
Q4 | $17K | Buy |
683
+458
| +204% | +$11.4K | ﹤0.01% | 2490 |
|
|
2022
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 3012 |
|
|
2022
Q2 | $5K | Buy |
+225
| New | +$5K | ﹤0.01% | 3020 |
|