Financial Advisory Group’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.35M | Hold |
115,925
| – | – | 0.59% | 21 |
|
|
2023
Q4 | $2.78M | Sell |
115,925
-3,000
| -3% | -$72.1K | 0.53% | 25 |
|
|
2023
Q3 | $2.76M | Buy |
118,925
+45,258
| +61% | +$1.05M | 0.57% | 24 |
|
|
2023
Q2 | $1.83M | Sell |
73,667
-17,000
| -19% | -$421K | 0.36% | 36 |
|
|
2023
Q1 | $2.31M | Hold |
90,667
| – | – | 0.47% | 29 |
|
|
2022
Q4 | $2.28M | Hold |
90,667
| – | – | 0.48% | 29 |
|
|
2022
Q3 | $2.39M | Hold |
90,667
| – | – | 0.54% | 25 |
|
|
2022
Q2 | $2.19M | Buy |
90,667
+45,258
| +100% | +$1.09M | 0.47% | 28 |
|
|
2022
Q1 | $1.22M | Hold |
45,409
| – | – | 0.24% | 41 |
|
|
2021
Q4 | $1.64M | Hold |
45,409
| – | – | 0.32% | 34 |
|
|
2021
Q3 | $1.51M | Hold |
45,409
| – | – | 0.33% | 32 |
|
|
2021
Q2 | $1.21M | Buy |
+45,409
| New | +$1.21M | 0.29% | 37 |
|