RPCA
BWIN
Running Point Capital Advisors’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,902
| Closed | -$502K | – | 171 |
|
|
2023
Q4 | $502K | Hold |
20,902
| – | – | 0.25% | 60 |
|
|
2023
Q3 | $486K | Hold |
20,902
| – | – | 0.28% | 58 |
|
|
2023
Q2 | $518K | Buy |
20,902
+3,350
| +19% | +$83K | 0.29% | 56 |
|
|
2023
Q1 | $447K | Hold |
17,552
| – | – | 0.27% | 61 |
|
|
2022
Q4 | $441K | Buy |
17,552
+3,350
| +24% | +$84.2K | 0.27% | 57 |
|
|
2022
Q3 | $374K | Hold |
14,202
| – | – | 0.25% | 55 |
|
|
2022
Q2 | $343K | Hold |
14,202
| – | – | 0.22% | 64 |
|
|
2022
Q1 | $381K | Buy |
+14,202
| New | +$381K | 0.22% | 54 |
|