Jones Financial Companies’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	$55.5K	Sell	1,300 -95	-7%	-$4.06K	﹤0.01%	2185
2025 Q1	$62.9K	Buy	1,395 +300	+27%	+$13.5K	﹤0.01%	1972
2024 Q4	$42.4K	Hold	1,095	–	–	﹤0.01%	1938
2024 Q3	$55K	Buy	1,095 +1,000	+1,053%	+$50.2K	﹤0.01%	1604
2024 Q2	$3.37K	Buy	+95	New	+$3.37K	﹤0.01%	2039