LPL Financial’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.95M | Sell |
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|
2025
Q2 | $3.38M | Buy |
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|
2025
Q1 | $3.1M | Buy |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $623K | Sell |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $486K | Sell |
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|
2021
Q4 | $690K | Buy |
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|
2021
Q3 | $606K | Buy |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $523K | Sell |
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|
2020
Q4 | $577K | Sell |
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|
2020
Q3 | $494K | Buy |
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|
2020
Q2 | $336K | Buy |
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