HB Wealth Management’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 | $3.6M | Sell |
84,114
-41
| -0% | -$1.76K | 0.03% | 263 |
|
|
2025
Q1 | $3.76M | Buy |
84,155
+20,488
| +32% | +$916K | 0.03% | 267 |
|
|
2024
Q4 | $2.47M | Hold |
63,667
| – | – | 0.03% | 246 |
|
|
2024
Q3 | $3.17M | Hold |
63,667
| – | – | 0.03% | 216 |
|
|
2024
Q2 | $2.26M | Hold |
63,667
| – | – | 0.03% | 245 |
|
|
2024
Q1 | $1.84M | Buy |
63,667
+19,204
| +43% | +$556K | 0.02% | 262 |
|
|
2023
Q4 | $1.07M | Buy |
44,463
+10
| +0% | +$240 | 0.02% | 308 |
|
|
2023
Q3 | $1.03M | Hold |
44,453
| – | – | 0.02% | 291 |
|
|
2023
Q2 | $1.1M | Buy |
44,453
+25
| +0.1% | +$619 | 0.02% | 279 |
|
|
2023
Q1 | $1.13M | Buy |
44,428
+19,184
| +76% | +$488K | 0.02% | 270 |
|
|
2022
Q4 | $635K | Buy |
25,244
+20
| +0.1% | +$503 | 0.01% | 349 |
|
|
2022
Q3 | $665K | Hold |
25,224
| – | – | 0.01% | 308 |
|
|
2022
Q2 | $609K | Buy |
25,224
+5,000
| +25% | +$121K | 0.01% | 313 |
|
|
2022
Q1 | $543K | Buy |
+20,224
| New | +$543K | 0.01% | 338 |
|