Osaic Holdings’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 | $29.4K | Sell |
682
-1,674
| -71% | -$72K | ﹤0.01% | 5068 |
|
|
2025
Q1 | $105K | Buy |
2,356
+1,724
| +273% | +$77K | ﹤0.01% | 4120 |
|
|
2024
Q4 | $24.5K | Sell |
632
-13,510
| -96% | -$524K | ﹤0.01% | 5175 |
|
|
2024
Q3 | $704K | Buy |
14,142
+13,860
| +4,915% | +$690K | ﹤0.01% | 2561 |
|
|
2024
Q2 | $10K | Sell |
282
-43
| -13% | -$1.53K | ﹤0.01% | 5718 |
|
|
2024
Q1 | $9.41K | Sell |
325
-4,256
| -93% | -$123K | ﹤0.01% | 5701 |
|
|
2023
Q4 | $110K | Sell |
4,581
-1,214
| -21% | -$29.2K | ﹤0.01% | 4370 |
|
|
2023
Q3 | $135K | Buy |
5,795
+2,078
| +56% | +$48.3K | ﹤0.01% | 4282 |
|
|
2023
Q2 | $92.1K | Sell |
3,717
-280
| -7% | -$6.94K | ﹤0.01% | 4504 |
|
|
2023
Q1 | $102K | Sell |
3,997
-264
| -6% | -$6.72K | ﹤0.01% | 4438 |
|
|
2022
Q4 | $108K | Sell |
4,261
-3,326
| -44% | -$84K | ﹤0.01% | 4369 |
|
|
2022
Q3 | $200K | Sell |
7,587
-153
| -2% | -$4.03K | ﹤0.01% | 3748 |
|
|
2022
Q2 | $187K | Buy |
7,740
+4,051
| +110% | +$97.9K | ﹤0.01% | 3862 |
|
|
2022
Q1 | $98K | Buy |
3,689
+53
| +1% | +$1.41K | ﹤0.01% | 4610 |
|
|
2021
Q4 | $131K | Buy |
3,636
+105
| +3% | +$3.78K | ﹤0.01% | 4339 |
|
|
2021
Q3 | $118K | Buy |
3,531
+42
| +1% | +$1.4K | ﹤0.01% | 4383 |
|
|
2021
Q2 | $93K | Sell |
3,489
-86
| -2% | -$2.29K | ﹤0.01% | 4539 |
|
|
2021
Q1 | $98K | Sell |
3,575
-775
| -18% | -$21.2K | ﹤0.01% | 4359 |
|
|
2020
Q4 | $130K | Sell |
4,350
-100
| -2% | -$2.99K | ﹤0.01% | 3848 |
|
|
2020
Q3 | $111K | Buy |
4,450
+3,811
| +596% | +$95.1K | ﹤0.01% | 3733 |
|
|
2020
Q2 | $11K | Buy |
639
+398
| +165% | +$6.85K | ﹤0.01% | 5112 |
|
|
2020
Q1 | $3K | Buy |
+241
| New | +$3K | ﹤0.01% | 5511 |
|