Core Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
4,915
+405
| +9% | +$17.3K | 0.06% | 72 |
|
|
2025
Q1 | $202K | Buy |
+4,510
| New | +$202K | 0.06% | 69 |
|
|
2024
Q4 | – | Sell |
-4,509
| Closed | -$225K | – | 64 |
|
|
2024
Q3 | $225K | Buy |
+4,509
| New | +$225K | 0.07% | 55 |
|
|
2024
Q2 | – | Sell |
-4,509
| Closed | -$130K | – | 254 |
|
|
2024
Q1 | $130K | Buy |
+4,509
| New | +$130K | 0.04% | 64 |
|