Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $389K | Hold |
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|
2023
Q1 | $400K | Hold |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $451K | Hold |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $311K | Hold |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | $52.8K | Hold |
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|
2019
Q4 | $80.3K | Buy |
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