Toth Financial Advisory’s Baldwin Insurance Group BWIN Stock Holding History

Toth Financial Advisory’s Portfolio BWIN Stock Details BWIN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$116K	Sell
2025 Q1	$775K	Buy
2024 Q4	$651K	Buy
2024 Q3	$798K	Hold
2024 Q2	$568K	Buy
2022 Q1	–	Sell
2021 Q4	$608K	Buy
2021 Q3	$280K	Buy