Private Trust Company’s Baldwin Insurance Group BWIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.4K Buy
2025
Q2
$7.49K Hold
2025
Q1
$7.82K Hold
2024
Q4
$6.78K Hold
2024
Q3
$8.71K Hold
2024
Q2
$6.21K Buy
2024
Q1
$4.43K Hold
2023
Q4
$3.67K Buy
2023
Q3
$3.07K Hold
2023
Q2
$3.27K Hold
2023
Q1
$3.36K Sell
2022
Q4
$10K Sell
2022
Q3
$13K Sell
2022
Q2
$13K Buy