Truist Financial’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 | $267K | Sell |
6,243
-434
| -6% | -$18.6K | ﹤0.01% | 2254 |
|
|
2025
Q1 | $298K | Sell |
6,677
-3,557
| -35% | -$159K | ﹤0.01% | 2129 |
|
|
2024
Q4 | $397K | Sell |
10,234
-490
| -5% | -$19K | ﹤0.01% | 1993 |
|
|
2024
Q3 | $534K | Sell |
10,724
-135
| -1% | -$6.72K | ﹤0.01% | 1814 |
|
|
2024
Q2 | $380K | Buy |
10,859
+1,150
| +12% | +$40.3K | ﹤0.01% | 2137 |
|
|
2024
Q1 | $281K | Buy |
+9,709
| New | +$281K | ﹤0.01% | 2304 |
|
|
2023
Q4 | – | Sell |
-11,705
| Closed | -$272K | – | 2721 |
|
|
2023
Q3 | $272K | Buy |
11,705
+886
| +8% | +$20.6K | ﹤0.01% | 2294 |
|
|
2023
Q2 | $268K | Buy |
10,819
+652
| +6% | +$16.2K | ﹤0.01% | 2297 |
|
|
2023
Q1 | $259K | Buy |
+10,167
| New | +$259K | ﹤0.01% | 2290 |
|