Envestnet Portfolio Solutions’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	$233K	Sell	5,444 -307	-5%	-$13.1K	﹤0.01%	1444
2025 Q1	$257K	Sell	5,751 -1,889	-25%	-$84.4K	﹤0.01%	1363
2024 Q4	$296K	Sell	7,640 -112	-1%	-$4.34K	﹤0.01%	1516
2024 Q3	$386K	Buy	7,752 +167	+2%	+$8.32K	﹤0.01%	1325
2024 Q2	$269K	Buy	+7,585	New	+$269K	﹤0.01%	1438