L.J. Altfest & 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
Q1 | – | Sell |
-6,943
| Closed | -$269K | – | 372 |
|
|
2024
Q4 | $269K | Buy |
6,943
+1,456
| +27% | +$56.4K | 0.03% | 282 |
|
|
2024
Q3 | $273K | Sell |
5,487
-996
| -15% | -$49.6K | 0.04% | 285 |
|
|
2024
Q2 | $230K | Sell |
6,483
-3,866
| -37% | -$137K | 0.03% | 286 |
|
|
2024
Q1 | $300K | Buy |
10,349
+204
| +2% | +$5.91K | 0.04% | 260 |
|
|
2023
Q4 | $244K | Buy |
+10,145
| New | +$244K | 0.04% | 272 |
|