UMB Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.4K | Hold |
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|
2025
Q2 | $15.8K | Hold |
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|
2025
Q1 | $16.5K | Sell |
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|
2024
Q4 | $18K | Hold |
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|
2024
Q3 | $23.1K | Sell |
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|
2024
Q2 | $20K | Buy |
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|
2024
Q1 | $14.8K | Sell |
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|
2023
Q4 | $13.3K | Sell |
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|
2023
Q3 | $27.3K | Buy |
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|
2023
Q2 | $27.1K | Hold |
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|
2023
Q1 | $27.8K | Hold |
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|
2022
Q4 | $27K | Hold |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $29K | Buy |
|