First Horizon Advisors’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 | $78.5K | Buy |
1,834
+419
| +30% | +$17.9K | ﹤0.01% | 793 |
|
|
2025
Q1 | $63.2K | Hold |
1,415
| – | – | ﹤0.01% | 838 |
|
|
2024
Q4 | $54.8K | Hold |
1,415
| – | – | ﹤0.01% | 909 |
|
|
2024
Q3 | $70.5K | Hold |
1,415
| – | – | ﹤0.01% | 847 |
|
|
2024
Q2 | $50.2K | Buy |
1,415
+340
| +32% | +$12.1K | ﹤0.01% | 918 |
|
|
2024
Q1 | $31.1K | Hold |
1,075
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q4 | $25.8K | Hold |
1,075
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q3 | $25K | Buy |
1,075
+213
| +25% | +$4.95K | ﹤0.01% | 1153 |
|
|
2023
Q2 | $21.4K | Sell |
862
-181
| -17% | -$4.49K | ﹤0.01% | 1244 |
|
|
2023
Q1 | $26.6K | Hold |
1,043
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q4 | $26.2K | Hold |
1,043
| – | – | ﹤0.01% | 1157 |
|
|
2022
Q3 | $27K | Hold |
1,043
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q2 | $25K | Buy |
+1,043
| New | +$25K | ﹤0.01% | 1208 |
|