NewEdge Advisors’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 | $474K | Hold |
11,075
| – | – | ﹤0.01% | 1729 |
|
|
2025
Q1 | $495K | Buy |
11,075
+700
| +7% | +$31.3K | ﹤0.01% | 1590 |
|
|
2024
Q4 | $402K | Sell |
10,375
-1,350
| -12% | -$52.3K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $584K | Sell |
11,725
-950
| -7% | -$47.3K | ﹤0.01% | 1376 |
|
|
2024
Q2 | $450K | Hold |
12,675
| – | – | ﹤0.01% | 1472 |
|
|
2024
Q1 | $367K | Sell |
12,675
-7,500
| -37% | -$217K | ﹤0.01% | 1526 |
|
|
2023
Q4 | $485K | Sell |
20,175
-3,900
| -16% | -$93.7K | ﹤0.01% | 1297 |
|
|
2023
Q3 | $559K | Sell |
24,075
-1,050
| -4% | -$24.4K | 0.01% | 1120 |
|
|
2023
Q2 | $623K | Hold |
25,125
| – | – | 0.01% | 1076 |
|
|
2023
Q1 | $587K | Buy |
25,125
+3,150
| +14% | +$73.6K | 0.01% | 1042 |
|
|
2022
Q4 | $465K | Buy |
21,975
+2,575
| +13% | +$54.5K | 0.01% | 815 |
|
|
2022
Q3 | $511K | Hold |
19,400
| – | – | 0.01% | 951 |
|
|
2022
Q2 | $469K | Sell |
19,400
-4,200
| -18% | -$102K | 0.01% | 1016 |
|
|
2022
Q1 | $633K | Hold |
23,600
| – | – | 0.01% | 778 |
|
|
2021
Q4 | $852K | Buy |
+23,600
| New | +$852K | 0.01% | 815 |
|