Moody National Bank Trust Division’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 | $243K | Buy |
5,673
+193
| +4% | +$8.26K | 0.02% | 439 |
|
|
2025
Q1 | $245K | Buy |
+5,480
| New | +$245K | 0.03% | 432 |
|
|
2024
Q4 | – | Sell |
-5,040
| Closed | -$251K | – | 502 |
|
|
2024
Q3 | $251K | Sell |
5,040
-2,380
| -32% | -$119K | 0.03% | 416 |
|
|
2024
Q2 | $263K | Buy |
7,420
+440
| +6% | +$15.6K | 0.02% | 396 |
|
|
2024
Q1 | $202K | Buy |
+6,980
| New | +$202K | 0.02% | 442 |
|