IFP Advisors’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 | $128K | Buy |
2,823
+2,748
| +3,664% | +$124K | ﹤0.01% | 1507 |
|
|
2025
Q1 | $4.42K | Hold |
75
| – | – | ﹤0.01% | 2891 |
|
|
2024
Q4 | $3.84K | Sell |
75
-12
| -14% | -$614 | ﹤0.01% | 2898 |
|
|
2024
Q3 | $4.33K | Hold |
87
| – | – | ﹤0.01% | 2710 |
|
|
2024
Q2 | $3.09K | Hold |
87
| – | – | ﹤0.01% | 2717 |
|
|
2024
Q1 | $2.52K | Sell |
87
-87
| -50% | -$2.52K | ﹤0.01% | 2632 |
|
|
2023
Q4 | $4.18K | Buy |
174
+87
| +100% | +$2.09K | ﹤0.01% | 2484 |
|
|
2023
Q3 | $2.02K | Hold |
87
| – | – | ﹤0.01% | 2836 |
|
|
2023
Q2 | $2.16K | Hold |
87
| – | – | ﹤0.01% | 2853 |
|
|
2023
Q1 | $1.42K | Hold |
87
| – | – | ﹤0.01% | 2997 |
|
|
2022
Q4 | $1K | Hold |
87
| – | – | ﹤0.01% | 4526 |
|
|
2022
Q3 | $1K | Hold |
87
| – | – | ﹤0.01% | 4714 |
|
|
2022
Q2 | $1K | Hold |
87
| – | – | ﹤0.01% | 4483 |
|
|
2022
Q1 | $1K | Buy |
+87
| New | +$1K | ﹤0.01% | 4483 |
|