Private Trust Company’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 | $7.49K | Hold |
175
| – | – | ﹤0.01% | 1906 |
|
|
2025
Q1 | $7.82K | Hold |
175
| – | – | ﹤0.01% | 1883 |
|
|
2024
Q4 | $6.78K | Hold |
175
| – | – | ﹤0.01% | 1875 |
|
|
2024
Q3 | $8.72K | Hold |
175
| – | – | ﹤0.01% | 1777 |
|
|
2024
Q2 | $6.21K | Buy |
175
+22
| +14% | +$780 | ﹤0.01% | 1849 |
|
|
2024
Q1 | $4.43K | Hold |
153
| – | – | ﹤0.01% | 1960 |
|
|
2023
Q4 | $3.68K | Buy |
153
+21
| +16% | +$504 | ﹤0.01% | 2020 |
|
|
2023
Q3 | $3.07K | Hold |
132
| – | – | ﹤0.01% | 2036 |
|
|
2023
Q2 | $3.27K | Hold |
132
| – | – | ﹤0.01% | 1995 |
|
|
2023
Q1 | $3.36K | Sell |
132
-252
| -66% | -$6.42K | ﹤0.01% | 1966 |
|
|
2022
Q4 | $10K | Sell |
384
-123
| -24% | -$3.2K | ﹤0.01% | 1570 |
|
|
2022
Q3 | $13K | Sell |
507
-21
| -4% | -$538 | ﹤0.01% | 1364 |
|
|
2022
Q2 | $13K | Buy |
+528
| New | +$13K | ﹤0.01% | 1401 |
|