Jones Financial Companies

Jones Financial Companies’s Baldwin Insurance Group BWIN Stock Holding History

Jones Financial Companies’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$37.2K	Hold
2025 Q2	$55.5K	Sell
2025 Q1	$62.9K	Buy
2024 Q4	$42.4K	Hold
2024 Q3	$55K	Buy
2024 Q2	$3.37K	Buy