Red Door Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Red Door Wealth Management’s Portfolio BWIN Stock Details BWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$762K	Hold
2025 Q2	$1.16M	Hold
2025 Q1	$1.21M	Hold
2024 Q4	$1.05M	Buy
2024 Q3	$274K	Buy
2022 Q3	–	Sell
2022 Q2	$233K	Buy