Principal Securities’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 | $9.25K | Buy |
216
+128
| +145% | +$5.48K | ﹤0.01% | 2643 |
|
|
2025
Q1 | $3.41K | Hold |
88
| – | – | ﹤0.01% | 2904 |
|
|
2024
Q4 | $3.41K | Hold |
88
| – | – | ﹤0.01% | 2900 |
|
|
2024
Q3 | $4.38K | Sell |
88
-1
| -1% | -$50 | ﹤0.01% | 2717 |
|
|
2024
Q2 | $3.16K | Sell |
89
-275
| -76% | -$9.76K | ﹤0.01% | 2784 |
|
|
2024
Q1 | $10.5K | Sell |
364
-127
| -26% | -$3.68K | ﹤0.01% | 2304 |
|
|
2023
Q4 | $11.8K | Buy |
+491
| New | +$11.8K | ﹤0.01% | 2159 |
|