BWIN
Envestnet Asset Management’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63M | Buy |
201,557
+91,991
| +84% | +$3.94M | ﹤0.01% | 1820 |
|
|
2025
Q1 | $4.9M | Buy |
109,566
+742
| +0.7% | +$33.2K | ﹤0.01% | 2139 |
|
|
2024
Q4 | $4.22M | Buy |
108,824
+220
| +0.2% | +$8.53K | ﹤0.01% | 2223 |
|
|
2024
Q3 | $5.41M | Sell |
108,604
-7,388
| -6% | -$368K | ﹤0.01% | 2053 |
|
|
2024
Q2 | $4.11M | Sell |
115,992
-13,961
| -11% | -$495K | ﹤0.01% | 2158 |
|
|
2024
Q1 | $3.76M | Sell |
129,953
-50,926
| -28% | -$1.47M | ﹤0.01% | 2180 |
|
|
2023
Q4 | $4.34M | Sell |
180,879
-25,512
| -12% | -$613K | ﹤0.01% | 1992 |
|
|
2023
Q3 | $4.79M | Buy |
206,391
+139,684
| +209% | +$3.24M | ﹤0.01% | 1826 |
|
|
2023
Q2 | $1.65M | Buy |
66,707
+3,534
| +6% | +$87.6K | ﹤0.01% | 2402 |
|
|
2023
Q1 | $1.61M | Buy |
63,173
+2,029
| +3% | +$51.7K | ﹤0.01% | 2339 |
|
|
2022
Q4 | $1.54M | Buy |
61,144
+3,530
| +6% | +$88.7K | ﹤0.01% | 2338 |
|
|
2022
Q3 | $1.52M | Sell |
57,614
-3,330
| -5% | -$87.7K | ﹤0.01% | 2249 |
|
|
2022
Q2 | $1.47M | Buy |
60,944
+41,861
| +219% | +$1.01M | ﹤0.01% | 2313 |
|
|
2022
Q1 | $512K | Buy |
19,083
+3,086
| +19% | +$82.8K | ﹤0.01% | 3110 |
|
|
2021
Q4 | $578K | Buy |
15,997
+3,839
| +32% | +$139K | ﹤0.01% | 2979 |
|
|
2021
Q3 | $405K | Buy |
12,158
+875
| +8% | +$29.1K | ﹤0.01% | 3106 |
|
|
2021
Q2 | $301K | Buy |
+11,283
| New | +$301K | ﹤0.01% | 3285 |
|
|
2020
Q3 | – | Sell |
-16,024
| Closed | -$277K | – | 3202 |
|
|
2020
Q2 | $277K | Buy |
16,024
+4,258
| +36% | +$73.6K | ﹤0.01% | 2721 |
|
|
2020
Q1 | $124K | Buy |
+11,766
| New | +$124K | ﹤0.01% | 2818 |
|