Charles Schwab’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 | $25.1M | Buy |
586,904
+37,436
| +7% | +$1.6M | ﹤0.01% | 1546 |
|
|
2025
Q1 | $24.6M | Sell |
549,468
-8,409
| -2% | -$376K | ﹤0.01% | 1521 |
|
|
2024
Q4 | $21.6M | Buy |
557,877
+10,902
| +2% | +$423K | ﹤0.01% | 1661 |
|
|
2024
Q3 | $27.2M | Buy |
546,975
+11,523
| +2% | +$574K | 0.01% | 1526 |
|
|
2024
Q2 | $19M | Buy |
535,452
+35,877
| +7% | +$1.27M | ﹤0.01% | 1709 |
|
|
2024
Q1 | $14.5M | Buy |
499,575
+6,763
| +1% | +$196K | ﹤0.01% | 1795 |
|
|
2023
Q4 | $11.8M | Buy |
492,812
+8,753
| +2% | +$210K | ﹤0.01% | 1894 |
|
|
2023
Q3 | $11.2M | Buy |
484,059
+19,272
| +4% | +$448K | ﹤0.01% | 1853 |
|
|
2023
Q2 | $11.5M | Buy |
464,787
+9,484
| +2% | +$235K | ﹤0.01% | 1846 |
|
|
2023
Q1 | $11.6M | Buy |
455,303
+2,574
| +0.6% | +$65.5K | ﹤0.01% | 1798 |
|
|
2022
Q4 | $11.4M | Buy |
452,729
+15,998
| +4% | +$402K | ﹤0.01% | 1789 |
|
|
2022
Q3 | $11.5M | Buy |
436,731
+36,492
| +9% | +$962K | ﹤0.01% | 1756 |
|
|
2022
Q2 | $9.67M | Buy |
400,239
+23,942
| +6% | +$578K | ﹤0.01% | 1848 |
|
|
2022
Q1 | $10.1M | Buy |
376,297
+11,918
| +3% | +$320K | ﹤0.01% | 1950 |
|
|
2021
Q4 | $13.2M | Buy |
364,379
+16,781
| +5% | +$606K | ﹤0.01% | 1856 |
|
|
2021
Q3 | $11.6M | Buy |
347,598
+26,512
| +8% | +$883K | ﹤0.01% | 1918 |
|
|
2021
Q2 | $8.56M | Buy |
321,086
+27,495
| +9% | +$733K | ﹤0.01% | 2079 |
|
|
2021
Q1 | $8M | Buy |
293,591
+11,907
| +4% | +$324K | ﹤0.01% | 2070 |
|
|
2020
Q4 | $8.44M | Buy |
281,684
+58,610
| +26% | +$1.76M | ﹤0.01% | 1955 |
|
|
2020
Q3 | $5.56M | Buy |
223,074
+50,506
| +29% | +$1.26M | ﹤0.01% | 2011 |
|
|
2020
Q2 | $2.98M | Buy |
172,568
+58,085
| +51% | +$1M | ﹤0.01% | 2274 |
|
|
2020
Q1 | $1.21M | Buy |
114,483
+7,276
| +7% | +$76.8K | ﹤0.01% | 2444 |
|
|
2019
Q4 | $1.72M | Buy |
+107,207
| New | +$1.72M | ﹤0.01% | 2459 |
|