VWM
BWIN

Venturi Wealth Management’s Baldwin Insurance Group BWIN Stock Holding History

Venturi Wealth Management’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,700
Closed -$65.9K – 1901
2024
Q4 		$65.9K Buy
+1,700
New +$65.9K ﹤0.01% 939