UMB Bank’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 | $15.8K | Hold |
370
| – | – | ﹤0.01% | 1455 |
|
|
2025
Q1 | $16.5K | Sell |
370
-94
| -20% | -$4.2K | ﹤0.01% | 1381 |
|
|
2024
Q4 | $18K | Hold |
464
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q3 | $23.1K | Sell |
464
-101
| -18% | -$5.03K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $20K | Buy |
565
+55
| +11% | +$1.95K | ﹤0.01% | 1069 |
|
|
2024
Q1 | $14.8K | Sell |
510
-43
| -8% | -$1.24K | ﹤0.01% | 1180 |
|
|
2023
Q4 | $13.3K | Sell |
553
-621
| -53% | -$14.9K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $27.3K | Buy |
1,174
+82
| +8% | +$1.91K | ﹤0.01% | 994 |
|
|
2023
Q2 | $27.1K | Hold |
1,092
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q1 | $27.8K | Hold |
1,092
| – | – | ﹤0.01% | 990 |
|
|
2022
Q4 | $27K | Hold |
1,092
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q3 | $29K | Sell |
1,092
-115
| -10% | -$3.05K | ﹤0.01% | 1011 |
|
|
2022
Q2 | $29K | Buy |
+1,207
| New | +$29K | ﹤0.01% | 1057 |
|