Janney Montgomery Scott’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
$276K Sell
6,457
-482
-7% -$20.6K ﹤0.01% 2389
2025
Q1
$310K Sell
6,939
-5
-0.1% -$223 ﹤0.01% 2289
2024
Q4
$269K Buy
6,944
+20
+0.3% +$775 ﹤0.01% 2379
2024
Q3
$345K Buy
6,924
+13
+0.2% +$648 ﹤0.01% 2204
2024
Q2
$245K Sell
6,911
-236
-3% -$8.37K ﹤0.01% 2329
2024
Q1
$207K Buy
+7,147
New +$207K ﹤0.01% 2559