Flagship Harbor 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 | $221K | Hold |
5,160
| – | – | 0.01% | 704 |
|
|
2025
Q1 | $231K | Hold |
5,160
| – | – | 0.01% | 665 |
|
|
2024
Q4 | $200K | Hold |
5,160
| – | – | 0.01% | 708 |
|
|
2024
Q3 | $257K | Buy |
+5,160
| New | +$257K | 0.01% | 607 |
|
|
2020
Q3 | – | Sell |
-237
| Closed | -$4K | – | 2149 |
|
|
2020
Q2 | $4K | Buy |
+237
| New | +$4K | ﹤0.01% | 1657 |
|