SignatureFD’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.3K | Buy |
1,288
+310
| +32% | +$6.7K | ﹤0.01% | 2042 |
|
|
2025
Q4 | $23.5K | Buy |
978
+496
| +103% | +$12.6K | ﹤0.01% | 2045 |
|
|
2025
Q3 | $13.6K | Buy |
482
+412
| +589% | +$14.3K | ﹤0.01% | 2287 |
|
|
2025
Q2 | $3K | Sell |
70
-390
| -85% | -$15.8K | ﹤0.01% | 2753 |
|
|
2025
Q1 | $20.6K | Buy |
460
+358
| +351% | +$14.6K | ﹤0.01% | 2040 |
|
|
2024
Q4 | $3.95K | Sell |
102
-627
| -86% | -$29.2K | ﹤0.01% | 2674 |
|
|
2024
Q3 | $36.3K | Sell |
729
-1,373
| -65% | -$59.7K | ﹤0.01% | 1755 |
|
|
2024
Q2 | $74.6K | Hold |
2,102
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q1 | $60.8K | Buy |
2,102
+2,000
| +1,961% | +$52.5K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $2.45K | Sell |
102
-105
| -51% | -$2.23K | ﹤0.01% | 2712 |
|
|
2023
Q3 | $4.81K | Sell |
207
-178
| -46% | -$4.45K | ﹤0.01% | 2512 |
|
|
2023
Q2 | $9.54K | Buy |
385
+241
| +167% | +$5.71K | ﹤0.01% | 2257 |
|
|
2023
Q1 | $3.67K | Sell |
144
-47
| -25% | -$1.3K | ﹤0.01% | 2623 |
|
|
2022
Q4 | $4.8K | Buy |
191
+41
| +27% | +$1.13K | ﹤0.01% | 2499 |
|
|
2022
Q3 | $4K | Buy |
+150
| New | +$4.27K | ﹤0.01% | 2581 |
|
|
2021
Q2 | – | Sell |
-43
| Closed | -$1K | – | 3086 |
|
|
2021
Q1 | $1K | Sell |
43
-3
| -7% | -$82 | ﹤0.01% | 2706 |
|
|
2020
Q4 | $1K | Sell |
46
-11
| -19% | -$318 | ﹤0.01% | 2503 |
|
|
2020
Q3 | $1K | Sell |
57
-13
| -19% | -$281 | ﹤0.01% | 2525 |
|
|
2020
Q2 | $1K | Buy |
70
+25
| +56% | +$302 | ﹤0.01% | 2413 |
|
|
2020
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 2491 |
|
|
2019
Q4 | $1K | Buy |
+45
| New | +$718 | ﹤0.01% | 2128 |
|
Other funds holding BWIN
VPM
VCM
WHG
