Raymond James & Associates’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $771K | Sell |
15,476
-11,492
| -43% | -$572K | ﹤0.01% | 2843 |
|
|
2024
Q2 | $957K | Buy |
26,968
+2,939
| +12% | +$104K | ﹤0.01% | 2635 |
|
|
2024
Q1 | $695K | Buy |
24,029
+6,116
| +34% | +$177K | ﹤0.01% | 2827 |
|
|
2023
Q4 | $430K | Buy |
+17,913
| New | +$430K | ﹤0.01% | 3027 |
|
|
2023
Q1 | – | Sell |
-29,044
| Closed | -$730K | – | 3937 |
|
|
2022
Q4 | $730K | Buy |
29,044
+4,023
| +16% | +$101K | ﹤0.01% | 2620 |
|
|
2022
Q3 | $659K | Buy |
+25,021
| New | +$659K | ﹤0.01% | 2661 |
|
|
2022
Q2 | – | Sell |
-8,504
| Closed | -$228K | – | 4038 |
|
|
2022
Q1 | $228K | Sell |
8,504
-1,400
| -14% | -$37.5K | ﹤0.01% | 3561 |
|
|
2021
Q4 | $358K | Buy |
9,904
+406
| +4% | +$14.7K | ﹤0.01% | 3320 |
|
|
2021
Q3 | $316K | Buy |
9,498
+1,444
| +18% | +$48K | ﹤0.01% | 3352 |
|
|
2021
Q2 | $215K | Buy |
8,054
+274
| +4% | +$7.31K | ﹤0.01% | 3616 |
|
|
2021
Q1 | $212K | Buy |
7,780
+100
| +1% | +$2.73K | ﹤0.01% | 3537 |
|
|
2020
Q4 | $230K | Buy |
+7,680
| New | +$230K | ﹤0.01% | 3263 |
|