QPWM
BWIN
Quadrant Private Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
+12,870
| New | +$551K | 0.11% | 145 |
|
|
2024
Q1 | – | Sell |
-16,370
| Closed | -$393K | – | 248 |
|
|
2023
Q4 | $393K | Buy |
+16,370
| New | +$393K | 0.11% | 152 |
|
|
2023
Q3 | – | Sell |
-18,100
| Closed | -$449K | – | 254 |
|
|
2023
Q2 | $449K | Buy |
+18,100
| New | +$449K | 0.13% | 140 |
|
|
2023
Q1 | – | Sell |
-28,100
| Closed | -$706K | – | 263 |
|
|
2022
Q4 | $706K | Buy |
+28,100
| New | +$706K | 0.24% | 98 |
|