New World Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $709K | Buy |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $659K | Hold |
|
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|
2023
Q3 | $637K | Hold |
|
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|
2023
Q2 | $680K | Buy |
|
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $564K | Hold |
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|
2022
Q3 | $591K | Hold |
|
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|
2022
Q2 | $543K | Buy |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $229K | Hold |
|
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|
2020
Q3 | $244K | Buy |
|