PFA
BWIN
Pathway Financial Advisors’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.03M | Hold |
140,753
| – | – | 0.88% | 21 |
|
|
2025
Q1 | $6.29M | Buy |
140,753
+25,464
| +22% | +$1.14M | 1.13% | 17 |
|
|
2024
Q4 | $4.47M | Hold |
115,289
| – | – | 1.03% | 19 |
|
|
2024
Q3 | $5.74M | Sell |
115,289
-12,034
| -9% | -$599K | 1.47% | 14 |
|
|
2024
Q2 | $4.52M | Sell |
127,323
-14,064
| -10% | -$499K | 1.22% | 14 |
|
|
2024
Q1 | $4.09M | Buy |
141,387
+50,929
| +56% | +$1.47M | 1.11% | 15 |
|
|
2023
Q4 | $2.17M | Hold |
90,458
| – | – | 0.63% | 23 |
|
|
2023
Q3 | $2.1M | Hold |
90,458
| – | – | 0.72% | 18 |
|
|
2023
Q2 | $2.24M | Hold |
90,458
| – | – | 0.73% | 19 |
|
|
2023
Q1 | $2.3M | Buy |
90,458
+34,529
| +62% | +$879K | 0.78% | 17 |
|
|
2022
Q4 | $1.41M | Hold |
55,929
| – | – | 0.43% | 32 |
|
|
2022
Q3 | $1.47M | Hold |
55,929
| – | – | 0.51% | 27 |
|
|
2022
Q2 | $1.35M | Buy |
55,929
+5,000
| +10% | +$121K | 0.56% | 31 |
|
|
2022
Q1 | $1.37M | Hold |
50,929
| – | – | 0.51% | 32 |
|
|
2021
Q4 | $1.55M | Buy |
+50,929
| New | +$1.55M | 0.55% | 28 |
|