Lido Advisors’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	$432K	Hold	10,096	–	–	﹤0.01%	1045
2025 Q1	$451K	Buy	10,096 +51	+0.5%	+$2.28K	﹤0.01%	981
2024 Q4	$389K	Buy	10,045 +45	+0.5%	+$1.74K	﹤0.01%	996
2024 Q3	$498K	Hold	10,000	–	–	﹤0.01%	871
2024 Q2	$355K	Buy	+10,000	New	+$355K	﹤0.01%	933