CWP
BWIN

Cyndeo Wealth Partners’s Baldwin Insurance Group BWIN Stock Holding History

Cyndeo Wealth Partners’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$214K Buy
+4,998
New +$214K 0.01% 439
2024
Q4 		– Sell
-4,414
Closed -$220K – 468
2024
Q3 		$220K Buy
+4,414
New +$220K 0.02% 421