Elevation Wealth Partners’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 | $50K | Buy |
1,167
+172
| +17% | +$7.36K | 0.02% | 237 |
|
|
2025
Q1 | $44.5K | Buy |
995
+161
| +19% | +$7.2K | 0.02% | 240 |
|
|
2024
Q4 | $32.3K | Buy |
834
+162
| +24% | +$6.28K | 0.01% | 275 |
|
|
2024
Q3 | $33.5K | Hold |
672
| – | – | 0.01% | 262 |
|
|
2024
Q2 | $23.8K | Hold |
672
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $19.4K | Hold |
672
| – | – | 0.01% | 297 |
|
|
2023
Q4 | $15.6K | Hold |
672
| – | – | 0.01% | 299 |
|
|
2023
Q3 | $15.6K | Hold |
672
| – | – | 0.01% | 223 |
|
|
2023
Q2 | $16.7K | Hold |
672
| – | – | 0.01% | 224 |
|
|
2023
Q1 | $17.1K | Buy |
+672
| New | +$17.1K | 0.02% | 234 |
|