RDWM
BWIN
Red Door 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 | $1.16M | Hold |
27,000
| – | – | 0.14% | 96 |
|
|
2025
Q1 | $1.21M | Hold |
27,000
| – | – | 0.18% | 81 |
|
|
2024
Q4 | $1.05M | Buy |
27,000
+21,500
| +391% | +$833K | 0.16% | 86 |
|
|
2024
Q3 | $274K | Buy |
+5,500
| New | +$274K | 0.05% | 175 |
|
|
2022
Q3 | – | Sell |
-9,650
| Closed | -$233K | – | 135 |
|
|
2022
Q2 | $233K | Buy |
+9,650
| New | +$233K | 0.09% | 127 |
|