Corient Private Wealth’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 | $23.1M | Buy |
540,004
+270,156
| +100% | +$11.6M | 0.02% | 404 |
|
|
2025
Q1 | $12.1M | Buy |
269,848
+234,400
| +661% | +$10.5M | 0.02% | 477 |
|
|
2024
Q4 | $1.37M | Buy |
+35,448
| New | +$1.37M | ﹤0.01% | 1163 |
|
|
2024
Q3 | – | Sell |
-37,448
| Closed | -$1.33M | – | 2524 |
|
|
2024
Q2 | $1.33M | Hold |
37,448
| – | – | ﹤0.01% | 1207 |
|
|
2024
Q1 | $1.08M | Buy |
37,448
+514
| +1% | +$14.9K | ﹤0.01% | 1287 |
|
|
2023
Q4 | $887K | Sell |
36,934
-4,100
| -10% | -$98.5K | ﹤0.01% | 1327 |
|
|
2023
Q3 | $953K | Hold |
41,034
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q2 | $1.02M | Hold |
41,034
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q1 | $1.04M | Buy |
+41,034
| New | +$1.04M | ﹤0.01% | 1065 |
|