EverSource Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Buy |
269
+185
| +220% | +$7.92K | ﹤0.01% | 2705 |
|
|
2025
Q1 | $3.75K | Buy |
84
+60
| +250% | +$2.68K | ﹤0.01% | 2633 |
|
|
2024
Q4 | $930 | Buy |
24
+12
| +100% | +$465 | ﹤0.01% | 2993 |
|
|
2024
Q3 | $598 | Hold |
12
| – | – | ﹤0.01% | 2832 |
|
|
2024
Q2 | $525 | Buy |
+12
| New | +$525 | ﹤0.01% | 2880 |
|