Parallel Advisors’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17K | Hold |
74
| – | – | ﹤0.01% | 2871 |
|
|
2025
Q1 | $3.31K | Hold |
74
| – | – | ﹤0.01% | 2808 |
|
|
2024
Q4 | $2.87K | Sell |
74
-14
| -16% | -$543 | ﹤0.01% | 2819 |
|
|
2024
Q3 | $4.38K | Buy |
88
+14
| +19% | +$697 | ﹤0.01% | 2643 |
|
|
2024
Q2 | $2.63K | Hold |
74
| – | – | ﹤0.01% | 2707 |
|
|
2024
Q1 | $2.14K | Hold |
74
| – | – | ﹤0.01% | 2804 |
|
|
2023
Q4 | $1.78K | Sell |
74
-47
| -39% | -$1.13K | ﹤0.01% | 2835 |
|
|
2023
Q3 | $2.81K | Buy |
+121
| New | +$2.81K | ﹤0.01% | 2711 |
|
|
2023
Q2 | – | Sell |
-68
| Closed | -$1.73K | – | 3541 |
|
|
2023
Q1 | $1.73K | Buy |
68
+42
| +162% | +$1.07K | ﹤0.01% | 2815 |
|
|
2022
Q4 | $654 | Hold |
26
| – | – | ﹤0.01% | 2983 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 3027 |
|
|
2022
Q2 | $1K | Buy |
26
+15
| +136% | +$577 | ﹤0.01% | 2870 |
|
|
2022
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 3322 |
|
|
2021
Q4 | $0 | Sell |
11
-126
| -92% | – | ﹤0.01% | 3336 |
|
|
2021
Q3 | $5K | Buy |
137
+126
| +1,145% | +$4.6K | ﹤0.01% | 2376 |
|
|
2021
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 3074 |
|
|
2021
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 2910 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 2736 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 2689 |
|
|
2020
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2753 |
|