Lindbrook Capital’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 | $4.34K | Buy |
97
+16
| +20% | +$715 | ﹤0.01% | 2012 |
|
|
2024
Q4 | $3.14K | Hold |
81
| – | – | ﹤0.01% | 2160 |
|
|
2024
Q3 | $4.03K | Hold |
81
| – | – | ﹤0.01% | 2098 |
|
|
2024
Q2 | $2.87K | Hold |
81
| – | – | ﹤0.01% | 2233 |
|
|
2024
Q1 | $2.34K | Buy |
81
+69
| +575% | +$2K | ﹤0.01% | 2186 |
|
|
2023
Q4 | $288 | Sell |
12
-51
| -81% | -$1.22K | ﹤0.01% | 2627 |
|
|
2023
Q3 | $1.46K | Buy |
63
+50
| +385% | +$1.16K | ﹤0.01% | 2230 |
|
|
2023
Q2 | $322 | Buy |
+13
| New | +$322 | ﹤0.01% | 2601 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$226 | – | 2951 |
|
|
2022
Q4 | $226 | Sell |
9
-30
| -77% | -$753 | ﹤0.01% | 2713 |
|
|
2022
Q3 | $1K | Buy |
39
+30
| +333% | +$769 | ﹤0.01% | 2536 |
|
|
2022
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2833 |
|