Verdence Capital Advisors’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 | $339K | Buy |
7,921
+595
| +8% | +$25.5K | 0.02% | 523 |
|
|
2025
Q1 | $327K | Buy |
7,326
+1,785
| +32% | +$79.8K | 0.03% | 507 |
|
|
2024
Q4 | $215K | Sell |
5,541
-1,989
| -26% | -$77.1K | 0.02% | 593 |
|
|
2024
Q3 | $375K | Buy |
7,530
+401
| +6% | +$20K | 0.03% | 452 |
|
|
2024
Q2 | $253K | Buy |
7,129
+120
| +2% | +$4.26K | 0.02% | 517 |
|
|
2024
Q1 | $203K | Buy |
+7,009
| New | +$203K | 0.02% | 570 |
|