Creative Planning’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 | $325K | Sell |
7,583
-1,881
| -20% | -$80.5K | ﹤0.01% | 2827 |
|
|
2025
Q1 | $423K | Buy |
9,464
+1,367
| +17% | +$61.1K | ﹤0.01% | 2446 |
|
|
2024
Q4 | $314K | Sell |
8,097
-1,882
| -19% | -$72.9K | ﹤0.01% | 2620 |
|
|
2024
Q3 | $497K | Buy |
9,979
+2,377
| +31% | +$118K | ﹤0.01% | 2116 |
|
|
2024
Q2 | $270K | Buy |
+7,602
| New | +$270K | ﹤0.01% | 2436 |
|
|
2023
Q4 | – | Sell |
-130
| Closed | -$3.02K | – | 3022 |
|
|
2023
Q3 | $3.02K | Buy |
+130
| New | +$3.02K | ﹤0.01% | 2723 |
|