Smartleaf Asset Management’s Baldwin Insurance Group BWIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2K | Buy |
75
+57
| +317% | +$2.43K | ﹤0.01% | 2190 |
|
|
2025
Q1 | $811 | Hold |
18
| – | – | ﹤0.01% | 2620 |
|
|
2024
Q4 | $690 | Buy |
+18
| New | +$690 | ﹤0.01% | 2734 |
|
|
2024
Q3 | – | Sell |
-18
| Closed | -$630 | – | 3002 |
|
|
2024
Q2 | $630 | Buy |
+18
| New | +$630 | ﹤0.01% | 2507 |
|