Cornerstone Wealth Group’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 | $715K | Sell |
16,701
-12
| -0.1% | -$514 | 0.05% | 157 |
|
|
2025
Q1 | $747K | Buy |
16,713
+3
| +0% | +$134 | 0.06% | 149 |
|
|
2024
Q4 | $648K | Buy |
16,710
+10
| +0.1% | +$388 | 0.05% | 149 |
|
|
2024
Q3 | $832K | Hold |
16,700
| – | – | 0.07% | 140 |
|
|
2024
Q2 | $592K | Sell |
16,700
-188
| -1% | -$6.67K | 0.05% | 149 |
|
|
2024
Q1 | $489K | Buy |
+16,888
| New | +$489K | 0.04% | 159 |
|