OLA
BWIN

Oliver Luxxe Assets’s Baldwin Insurance Group BWIN Stock Holding History

Oliver Luxxe Assets’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39,960
Closed -$1.99M – 227
2024
Q4 		$1.99M Hold
39,960
– – 0.18% 139
2024
Q3 		$1.99M Buy
39,960
+17,914
+81% +$892K 0.36% 94
2024
Q2 		$782K Buy
+22,046
New +$782K 0.17% 127