Rothschild Investment LLC’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 | $5.99K | Buy |
140
+20
| +17% | +$856 | ﹤0.01% | 1419 |
|
|
2025
Q1 | $5.36K | Buy |
120
+65
| +118% | +$2.91K | ﹤0.01% | 1404 |
|
|
2024
Q4 | $2.13K | Sell |
55
-5
| -8% | -$194 | ﹤0.01% | 1762 |
|
|
2024
Q3 | $2.99K | Buy |
60
+35
| +140% | +$1.74K | ﹤0.01% | 1506 |
|
|
2024
Q2 | $887 | Buy |
25
+20
| +400% | +$710 | ﹤0.01% | 1721 |
|
|
2024
Q1 | $145 | Buy |
+5
| New | +$145 | ﹤0.01% | 1940 |
|