Glassman Wealth Services’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 | – | Sell |
-15
| Closed | -$360 | – | 1903 |
|
|
2023
Q4 | $360 | Sell |
15
-26
| -63% | -$624 | ﹤0.01% | 1783 |
|
|
2023
Q3 | $952 | Hold |
41
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q2 | $1.02K | Buy |
41
+26
| +173% | +$644 | ﹤0.01% | 1441 |
|
|
2023
Q1 | $382 | Hold |
15
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q4 | $377 | Hold |
15
| – | – | ﹤0.01% | 1677 |
|
|
2022
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 2036 |
|
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 2056 |
|
|
2022
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1999 |
|
|
2021
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1550 |
|
|
2021
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1849 |
|
|
2021
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1690 |
|
|
2021
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1521 |
|
|
2020
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1586 |
|