HHM Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $181K | Hold |
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|
2023
Q4 | $151K | Hold |
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|
2023
Q3 | $146K | Hold |
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|
2023
Q2 | $155K | Hold |
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|
2023
Q1 | $160K | Hold |
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|
2022
Q4 | $158K | Hold |
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|
2022
Q3 | $165K | Hold |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $57K | Buy |
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