Lido Advisors
BWIN

Lido Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Lido Advisors’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
2026
Q1 		$220K Sell
10,027
-71
-0.7% -$1.53K ﹤0.01% 1734
2025
Q4 		$285K Hold
10,098
– – ﹤0.01% 1592
2025
Q3 		$285K Buy
10,098
+2
+0% +$69 ﹤0.01% 1513
2025
Q2 		$432K Hold
10,096
– – ﹤0.01% 1162
2025
Q1 		$451K Buy
10,096
+51
+0.5% +$2.08K ﹤0.01% 1057
2024
Q4 		$389K Buy
10,045
+45
+0.5% +$2.1K ﹤0.01% 1091
2024
Q3 		$498K Hold
10,000
– – ﹤0.01% 965
2024
Q2 		$355K Buy
+10,000
New +$309K ﹤0.01% 1042

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VCM
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WHG
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