Envestnet Asset Management’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63M | Buy |
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|
2025
Q1 | $4.9M | Buy |
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|
2024
Q4 | $4.22M | Buy |
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|
2024
Q3 | $5.41M | Sell |
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|
2024
Q2 | $4.11M | Sell |
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|
2024
Q1 | $3.76M | Sell |
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|
2023
Q4 | $4.34M | Sell |
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|
2023
Q3 | $4.79M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.52M | Sell |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $578K | Buy |
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|
2021
Q3 | $405K | Buy |
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|
2021
Q2 | $301K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $277K | Buy |
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|
2020
Q1 | $124K | Buy |
|