JPMorgan Chase & Co’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 | $58M | Sell |
1,355,916
-206,552
| -13% | -$8.84M | ﹤0.01% | 1139 |
|
2025
Q1 | $69.8M | Sell |
1,562,468
-111,476
| -7% | -$4.98M | 0.01% | 1020 |
|
2024
Q4 | $64.9M | Buy |
1,673,944
+438,076
| +35% | +$17M | ﹤0.01% | 1045 |
|
2024
Q3 | $61.5M | Buy |
1,235,868
+1,175,484
| +1,947% | +$58.5M | ﹤0.01% | 1083 |
|
2024
Q2 | $2.14M | Sell |
60,384
-21,628
| -26% | -$767K | ﹤0.01% | 3058 |
|
2024
Q1 | $2.37M | Sell |
82,012
-32,154
| -28% | -$931K | ﹤0.01% | 3049 |
|
2023
Q4 | $2.74M | Sell |
114,166
-56,438
| -33% | -$1.36M | ﹤0.01% | 2939 |
|
2023
Q3 | $3.96M | Sell |
170,604
-13,334
| -7% | -$310K | ﹤0.01% | 2564 |
|
2023
Q2 | $4.56M | Buy |
183,938
+3,326
| +2% | +$82.4K | ﹤0.01% | 2550 |
|
2023
Q1 | $4.6M | Buy |
180,612
+11,801
| +7% | +$300K | ﹤0.01% | 2499 |
|
2022
Q4 | $4.24M | Buy |
168,811
+98,861
| +141% | +$2.48M | ﹤0.01% | 2502 |
|
2022
Q3 | $1.84M | Sell |
69,950
-229
| -0.3% | -$6.03K | ﹤0.01% | 2974 |
|
2022
Q2 | $1.69M | Buy |
70,179
+31,908
| +83% | +$770K | ﹤0.01% | 3118 |
|
2022
Q1 | $1.03M | Sell |
38,271
-25,514
| -40% | -$685K | ﹤0.01% | 3590 |
|
2021
Q4 | $2.3M | Buy |
63,785
+11,015
| +21% | +$398K | ﹤0.01% | 3137 |
|
2021
Q3 | $1.76M | Sell |
52,770
-3,416
| -6% | -$114K | ﹤0.01% | 3259 |
|
2021
Q2 | $1.5M | Buy |
56,186
+2,245
| +4% | +$59.9K | ﹤0.01% | 3389 |
|
2021
Q1 | $1.47M | Buy |
53,941
+31,482
| +140% | +$858K | ﹤0.01% | 3420 |
|
2020
Q4 | $673K | Buy |
22,459
+9,680
| +76% | +$290K | ﹤0.01% | 3596 |
|
2020
Q3 | $323K | Sell |
12,779
-2,219,590
| -99% | -$56.1M | ﹤0.01% | 3555 |
|
2020
Q2 | $38.6M | Buy |
2,232,369
+2,202,288
| +7,321% | +$38M | 0.01% | 940 |
|
2020
Q1 | $317K | Buy |
30,081
+10,235
| +52% | +$108K | ﹤0.01% | 3517 |
|
2019
Q4 | $319K | Buy |
+19,846
| New | +$319K | ﹤0.01% | 3642 |
|