Toth Financial Advisory’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
2,715
-14,620
| -84% | -$626K | 0.01% | 234 |
|
|
2025
Q1 | $775K | Buy |
17,335
+550
| +3% | +$24.6K | 0.09% | 138 |
|
|
2024
Q4 | $651K | Buy |
16,785
+770
| +5% | +$29.8K | 0.08% | 145 |
|
|
2024
Q3 | $798K | Hold |
16,015
| – | – | 0.09% | 136 |
|
|
2024
Q2 | $568K | Buy |
+16,015
| New | +$568K | 0.07% | 150 |
|
|
2022
Q1 | – | Sell |
-16,850
| Closed | -$608K | – | 817 |
|
|
2021
Q4 | $608K | Buy |
16,850
+8,425
| +100% | +$304K | 0.08% | 160 |
|
|
2021
Q3 | $280K | Buy |
+8,425
| New | +$280K | 0.04% | 175 |
|