Principal Financial Group’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 | $214K | Sell |
5,000
-57,405
| -92% | -$2.46M | ﹤0.01% | 2119 |
|
|
2025
Q1 | $2.79M | Buy |
62,405
+2,546
| +4% | +$114K | ﹤0.01% | 1706 |
|
|
2024
Q4 | $2.32M | Sell |
59,859
-13,373
| -18% | -$518K | ﹤0.01% | 1775 |
|
|
2024
Q3 | $3.65M | Buy |
73,232
+21,174
| +41% | +$1.05M | ﹤0.01% | 1654 |
|
|
2024
Q2 | $1.85M | Buy |
52,058
+7,218
| +16% | +$256K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $1.3M | Buy |
+44,840
| New | +$1.3M | ﹤0.01% | 1836 |
|
|
2022
Q4 | – | Sell |
-8,590
| Closed | -$226K | – | 2548 |
|
|
2022
Q3 | $226K | Sell |
8,590
-484
| -5% | -$12.7K | ﹤0.01% | 2170 |
|
|
2022
Q2 | $219K | Sell |
9,074
-116,132
| -93% | -$2.8M | ﹤0.01% | 2274 |
|
|
2022
Q1 | $3.36M | Buy |
125,206
+604
| +0.5% | +$16.2K | ﹤0.01% | 1775 |
|
|
2021
Q4 | $4.5M | Buy |
124,602
+83,271
| +201% | +$3.01M | ﹤0.01% | 1704 |
|
|
2021
Q3 | $1.38M | Buy |
+41,331
| New | +$1.38M | ﹤0.01% | 1935 |
|
|
2021
Q2 | – | Sell |
-9,053
| Closed | -$247K | – | 2663 |
|
|
2021
Q1 | $247K | Sell |
9,053
-1,694
| -16% | -$46.2K | ﹤0.01% | 2332 |
|
|
2020
Q4 | $322K | Buy |
+10,747
| New | +$322K | ﹤0.01% | 2218 |
|