Continuum Advisory’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 | – | Sell |
-1,401
| Closed | -$62.6K | – | 1639 |
|
|
2025
Q1 | $62.6K | Sell |
1,401
-543
| -28% | -$24.3K | 0.01% | 618 |
|
|
2024
Q4 | $75.3K | Buy |
1,944
+294
| +18% | +$11.4K | 0.01% | 574 |
|
|
2024
Q3 | $73.2K | Sell |
1,650
-2,827
| -63% | -$125K | 0.01% | 580 |
|
|
2024
Q2 | $159K | Sell |
4,477
-423
| -9% | -$15K | 0.02% | 407 |
|
|
2024
Q1 | $147K | Buy |
+4,900
| New | +$147K | 0.02% | 419 |
|