IFP 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
Q3 | $83.7K | Sell |
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|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $4.42K | Hold |
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|
2024
Q4 | $3.84K | Sell |
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|
2024
Q3 | $4.33K | Hold |
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|
2024
Q2 | $3.09K | Hold |
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|
2024
Q1 | $2.52K | Sell |
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|
2023
Q4 | $4.18K | Buy |
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|
2023
Q3 | $2.02K | Hold |
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|
2023
Q2 | $2.16K | Hold |
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|
2023
Q1 | $1.42K | Hold |
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|
2022
Q4 | $1K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Buy |
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