SPIA
BWIN

Steward Partners Investment Advisory’s Baldwin Insurance Group BWIN Stock Holding History

Steward Partners Investment Advisory’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$385 Buy
+9
New +$385 ﹤0.01% 3984
2024
Q3 		– Sell
-108
Closed -$3.83K – 3864
2024
Q2 		$3.83K Sell
108
-216
-67% -$7.66K ﹤0.01% 3125
2024
Q1 		$9.38K Buy
+324
New +$9.38K ﹤0.01% 2831