Concourse Financial Group Securities’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
Q1 | – | Sell |
-32
| Closed | -$1.33K | – | 9061 |
|
|
2024
Q4 | $1.33K | Buy |
32
+1
| +3% | +$42 | ﹤0.01% | 2061 |
|
|
2024
Q3 | $1.54K | Sell |
31
-2
| -6% | -$100 | ﹤0.01% | 2017 |
|
|
2024
Q2 | $1.17K | Sell |
33
-1
| -3% | -$35 | ﹤0.01% | 2102 |
|
|
2024
Q1 | $983 | Buy |
+34
| New | +$983 | ﹤0.01% | 2140 |
|
|
2023
Q4 | – | Sell |
-17
| Closed | -$394 | – | 8779 |
|
|
2023
Q3 | $394 | Sell |
17
-7
| -29% | -$162 | ﹤0.01% | 2204 |
|
|
2023
Q2 | $594 | Hold |
24
| – | – | ﹤0.01% | 2206 |
|
|
2023
Q1 | $611 | Sell |
24
-7
| -23% | -$178 | ﹤0.01% | 2230 |
|
|
2022
Q4 | $779 | Buy |
31
+1
| +3% | +$25 | ﹤0.01% | 2201 |
|
|
2022
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1945 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7751 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7614 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7473 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7213 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6940 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6681 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6474 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6256 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6103 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6014 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5933 |
|