Van Hulzen Asset Management’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
Q4 | – | Sell |
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|
2025
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.61M | Sell |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $3.92M | Buy |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $796K | Buy |
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|
2023
Q3 | $715K | Buy |
|
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $297K | Buy |
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