Sutton Wealth Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$365K	Hold	15,700	–	–	0.18%	74
2023 Q2	$389K	Hold	15,700	–	–	0.19%	73
2023 Q1	$400K	Hold	15,700	–	–	0.21%	70
2022 Q4	$395K	Hold	15,700	–	–	0.15%	108
2022 Q3	$414K	Hold	15,700	–	–	0.17%	92
2022 Q2	$379K	Buy	15,700 +1,200	+8%	+$29K	0.15%	103
2022 Q1	$389K	Buy	14,500 +2,000	+16%	+$53.7K	0.13%	106
2021 Q4	$451K	Hold	12,500	–	–	0.15%	98
2021 Q3	$416K	Hold	12,500	–	–	0.15%	99
2021 Q2	$333K	Hold	12,500	–	–	0.12%	122
2021 Q1	$341K	Hold	12,500	–	–	0.13%	116
2020 Q4	$375K	Hold	12,500	–	–	0.16%	104
2020 Q3	$311K	Hold	12,500	–	–	0.15%	107
2020 Q2	$216K	Buy	12,500 +7,500	+150%	+$130K	0.11%	133
2020 Q1	$52.8K	Hold	5,000	–	–	0.03%	260
2019 Q4	$80.3K	Buy	+5,000	New	+$80.3K	0.04%	233