LPL Financial’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 | $3.38M | Buy |
78,908
+5,279
| +7% | +$226K | ﹤0.01% | 2614 |
|
|
2025
Q1 | $3.1M | Buy |
73,629
+6,583
| +10% | +$277K | ﹤0.01% | 2536 |
|
|
2024
Q4 | $2.73M | Buy |
67,046
+11,488
| +21% | +$468K | ﹤0.01% | 2574 |
|
|
2024
Q3 | $2.77M | Buy |
55,558
+6,732
| +14% | +$335K | ﹤0.01% | 2414 |
|
|
2024
Q2 | $1.73M | Buy |
48,826
+37,811
| +343% | +$1.34M | ﹤0.01% | 2712 |
|
|
2024
Q1 | $319K | Buy |
+11,015
| New | +$319K | ﹤0.01% | 4084 |
|
|
2023
Q1 | – | Sell |
-22,162
| Closed | -$557K | – | 4566 |
|
|
2022
Q4 | $557K | Sell |
22,162
-1,476
| -6% | -$37.1K | ﹤0.01% | 3145 |
|
|
2022
Q3 | $623K | Sell |
23,638
-326
| -1% | -$8.59K | ﹤0.01% | 2931 |
|
|
2022
Q2 | $579K | Buy |
23,964
+5,835
| +32% | +$141K | ﹤0.01% | 3067 |
|
|
2022
Q1 | $486K | Sell |
18,129
-967
| -5% | -$25.9K | ﹤0.01% | 3217 |
|
|
2021
Q4 | $690K | Buy |
19,096
+889
| +5% | +$32.1K | ﹤0.01% | 2983 |
|
|
2021
Q3 | $606K | Buy |
18,207
+422
| +2% | +$14K | ﹤0.01% | 3031 |
|
|
2021
Q2 | $474K | Sell |
17,785
-1,423
| -7% | -$37.9K | ﹤0.01% | 3198 |
|
|
2021
Q1 | $523K | Sell |
19,208
-44
| -0.2% | -$1.2K | ﹤0.01% | 2975 |
|
|
2020
Q4 | $577K | Sell |
19,252
-562
| -3% | -$16.8K | ﹤0.01% | 2621 |
|
|
2020
Q3 | $494K | Buy |
19,814
+342
| +2% | +$8.53K | ﹤0.01% | 2462 |
|
|
2020
Q2 | $336K | Buy |
+19,472
| New | +$336K | ﹤0.01% | 2731 |
|