O'Shaughnessy Asset Management’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,940
| Closed | -$206K | – | 2299 |
|
|
2024
Q3 | $206K | Buy |
+3,940
| New | +$206K | ﹤0.01% | 1672 |
|
|
2021
Q4 | – | Sell |
-2,124
| Closed | -$71K | – | 2549 |
|
|
2021
Q3 | $71K | Hold |
2,124
| – | – | ﹤0.01% | 1515 |
|
|
2021
Q2 | $57K | Hold |
2,124
| – | – | ﹤0.01% | 1533 |
|
|
2021
Q1 | $58K | Hold |
2,124
| – | – | ﹤0.01% | 1360 |
|
|
2020
Q4 | $64K | Buy |
+2,124
| New | +$64K | ﹤0.01% | 1194 |
|