NewEdge 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
Q3 | $312K | Hold |
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|
2025
Q2 | $474K | Hold |
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|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $485K | Sell |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $623K | Hold |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $511K | Hold |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $633K | Hold |
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|
2021
Q4 | $852K | Buy |
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