Johnson Financial Group Inc (Wisconsin)’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 | – | Sell |
-1,510
| Closed | -$67.5K | – | 927 |
|
|
2025
Q1 | $67.5K | Sell |
1,510
-18
| -1% | -$804 | ﹤0.01% | 562 |
|
|
2024
Q4 | $62.6K | Buy |
1,528
+1,398
| +1,075% | +$57.2K | ﹤0.01% | 453 |
|
|
2024
Q3 | $6.47K | Buy |
+130
| New | +$6.47K | ﹤0.01% | 738 |
|
|
2024
Q1 | – | Sell |
-516
| Closed | -$12.4K | – | 1019 |
|
|
2023
Q4 | $12.4K | Buy |
+516
| New | +$12.4K | ﹤0.01% | 629 |
|