CPSAC
BWIN
Chas P. Smith & Associates (CPS)’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
57,260
-12,080
| -17% | -$517K | 0.14% | 58 |
|
|
2025
Q1 | $3.1M | Buy |
+69,340
| New | +$3.1M | 0.18% | 54 |
|
|
2024
Q4 | – | Sell |
-4,548
| Closed | -$226K | – | 164 |
|
|
2024
Q3 | $226K | Buy |
+4,548
| New | +$226K | 0.01% | 148 |
|
|
2024
Q2 | – | Sell |
-52,295
| Closed | -$1.51M | – | 155 |
|
|
2024
Q1 | $1.51M | Buy |
+52,295
| New | +$1.51M | 0.09% | 56 |
|