First Trust 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 | $4.11M | Buy |
95,983
+32,629
| +52% | +$1.4M | ﹤0.01% | 1458 |
|
|
2025
Q1 | $2.83M | Sell |
63,354
-59,373
| -48% | -$2.65M | ﹤0.01% | 1620 |
|
|
2024
Q4 | $4.76M | Sell |
122,727
-15,008
| -11% | -$582K | ﹤0.01% | 1387 |
|
|
2024
Q3 | $6.86M | Buy |
137,735
+3,572
| +3% | +$178K | 0.01% | 1188 |
|
|
2024
Q2 | $4.76M | Buy |
134,163
+78,690
| +142% | +$2.79M | ﹤0.01% | 1283 |
|
|
2024
Q1 | $1.61M | Sell |
55,473
-27,742
| -33% | -$803K | ﹤0.01% | 1825 |
|
|
2023
Q4 | $2M | Buy |
83,215
+12,547
| +18% | +$301K | ﹤0.01% | 1720 |
|
|
2023
Q3 | $1.64M | Sell |
70,668
-3,220
| -4% | -$74.8K | ﹤0.01% | 1764 |
|
|
2023
Q2 | $1.83M | Sell |
73,888
-630
| -0.8% | -$15.6K | ﹤0.01% | 1749 |
|
|
2023
Q1 | $1.9M | Sell |
74,518
-40,343
| -35% | -$1.03M | ﹤0.01% | 1704 |
|
|
2022
Q4 | $2.89M | Buy |
114,861
+7,641
| +7% | +$192K | ﹤0.01% | 1519 |
|
|
2022
Q3 | $2.83M | Buy |
107,220
+59,801
| +126% | +$1.58M | ﹤0.01% | 1503 |
|
|
2022
Q2 | $1.15M | Buy |
+47,419
| New | +$1.15M | ﹤0.01% | 1932 |
|
|
2022
Q1 | – | Sell |
-81,971
| Closed | -$2.96M | – | 2598 |
|
|
2021
Q4 | $2.96M | Buy |
+81,971
| New | +$2.96M | ﹤0.01% | 1625 |
|