Nisa Investment 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 | $28.2K | Sell |
659
-191
| -22% | -$8.18K | ﹤0.01% | 1780 |
|
|
2025
Q1 | $38K | Hold |
850
| – | – | ﹤0.01% | 1667 |
|
|
2024
Q4 | $32.9K | Hold |
850
| – | – | ﹤0.01% | 1791 |
|
|
2024
Q3 | $42.3K | Hold |
850
| – | – | ﹤0.01% | 1685 |
|
|
2024
Q2 | $30.2K | Hold |
850
| – | – | ﹤0.01% | 1805 |
|
|
2024
Q1 | $24.6K | Buy |
850
+10
| +1% | +$289 | ﹤0.01% | 1828 |
|
|
2023
Q4 | $20.2K | Sell |
840
-600
| -42% | -$14.4K | ﹤0.01% | 1881 |
|
|
2023
Q3 | $33.5K | Buy |
1,440
+610
| +73% | +$14.2K | ﹤0.01% | 1850 |
|
|
2023
Q2 | $20.6K | Sell |
830
-224
| -21% | -$5.55K | ﹤0.01% | 2093 |
|
|
2023
Q1 | $27K | Hold |
1,054
| – | – | ﹤0.01% | 1914 |
|
|
2022
Q4 | $26K | Hold |
1,054
| – | – | ﹤0.01% | 1986 |
|
|
2022
Q3 | $30K | Buy |
1,054
+44
| +4% | +$1.25K | ﹤0.01% | 1935 |
|
|
2022
Q2 | $24K | Sell |
1,010
-1,180
| -54% | -$28K | ﹤0.01% | 1998 |
|
|
2022
Q1 | $59K | Sell |
2,190
-210
| -9% | -$5.66K | ﹤0.01% | 1795 |
|
|
2021
Q4 | $73K | Hold |
2,400
| – | – | ﹤0.01% | 1624 |
|
|
2021
Q3 | $80 | Hold |
2,400
| – | – | ﹤0.01% | 1797 |
|
|
2021
Q2 | $64 | Hold |
2,400
| – | – | ﹤0.01% | 1872 |
|
|
2021
Q1 | $65 | Hold |
2,400
| – | – | ﹤0.01% | 1929 |
|
|
2020
Q4 | $72K | Buy |
+2,400
| New | +$72K | ﹤0.01% | 1876 |
|