HWA
BWIN
HHM Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
6,270
| – | – | 0.03% | 169 |
|
|
2025
Q1 | $280K | Hold |
6,270
| – | – | 0.04% | 152 |
|
|
2024
Q4 | $243K | Hold |
6,270
| – | – | 0.03% | 167 |
|
|
2024
Q3 | $312K | Hold |
6,270
| – | – | 0.04% | 132 |
|
|
2024
Q2 | $222K | Hold |
6,270
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $181K | Hold |
6,270
| – | – | 0.03% | 155 |
|
|
2023
Q4 | $151K | Hold |
6,270
| – | – | 0.03% | 165 |
|
|
2023
Q3 | $146K | Hold |
6,270
| – | – | 0.03% | 159 |
|
|
2023
Q2 | $155K | Hold |
6,270
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $160K | Hold |
6,270
| – | – | 0.03% | 150 |
|
|
2022
Q4 | $158K | Hold |
6,270
| – | – | 0.04% | 136 |
|
|
2022
Q3 | $165K | Hold |
6,270
| – | – | 0.04% | 121 |
|
|
2022
Q2 | $151K | Buy |
6,270
+4,130
| +193% | +$99.5K | 0.04% | 153 |
|
|
2022
Q1 | $57K | Buy |
+2,140
| New | +$57K | 0.01% | 291 |
|