Wells Fargo’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 | $6.71M | Buy |
156,698
+79,448
| +103% | +$3.4M | ﹤0.01% | 2026 |
|
|
2025
Q1 | $3.45M | Buy |
77,250
+1,466
| +2% | +$65.5K | ﹤0.01% | 2399 |
|
|
2024
Q4 | $2.94M | Buy |
75,784
+6,459
| +9% | +$250K | ﹤0.01% | 2535 |
|
|
2024
Q3 | $3.45M | Buy |
69,325
+1,537
| +2% | +$76.5K | ﹤0.01% | 2388 |
|
|
2024
Q2 | $2.4M | Buy |
67,788
+1,512
| +2% | +$53.6K | ﹤0.01% | 2575 |
|
|
2024
Q1 | $1.92M | Sell |
66,276
-1,650
| -2% | -$47.8K | ﹤0.01% | 2718 |
|
|
2023
Q4 | $1.63M | Buy |
67,926
+9,228
| +16% | +$222K | ﹤0.01% | 2778 |
|
|
2023
Q3 | $1.36M | Sell |
58,698
-9,617
| -14% | -$223K | ﹤0.01% | 2874 |
|
|
2023
Q2 | $1.69M | Buy |
68,315
+21,610
| +46% | +$535K | ﹤0.01% | 2887 |
|
|
2023
Q1 | $1.19M | Buy |
46,705
+10,669
| +30% | +$272K | ﹤0.01% | 3047 |
|
|
2022
Q4 | $906K | Sell |
36,036
-853
| -2% | -$21.4K | ﹤0.01% | 3107 |
|
|
2022
Q3 | $972K | Sell |
36,889
-6,955
| -16% | -$183K | ﹤0.01% | 3059 |
|
|
2022
Q2 | $1.06M | Buy |
43,844
+201
| +0.5% | +$4.86K | ﹤0.01% | 3069 |
|
|
2022
Q1 | $1.17M | Sell |
43,643
-11,681
| -21% | -$313K | ﹤0.01% | 3525 |
|
|
2021
Q4 | $2M | Buy |
55,324
+24,471
| +79% | +$883K | ﹤0.01% | 3292 |
|
|
2021
Q3 | $1.03M | Sell |
30,853
-22,839
| -43% | -$761K | ﹤0.01% | 3985 |
|
|
2021
Q2 | $1.43M | Sell |
53,692
-15,007
| -22% | -$400K | ﹤0.01% | 3764 |
|
|
2021
Q1 | $1.87M | Sell |
68,699
-67,446
| -50% | -$1.84M | ﹤0.01% | 3536 |
|
|
2020
Q4 | $4.08M | Buy |
136,145
+78,677
| +137% | +$2.36M | ﹤0.01% | 2903 |
|
|
2020
Q3 | $1.43M | Buy |
57,468
+25,790
| +81% | +$643K | ﹤0.01% | 3521 |
|
|
2020
Q2 | $547K | Buy |
31,678
+7,030
| +29% | +$121K | ﹤0.01% | 4149 |
|
|
2020
Q1 | $260K | Buy |
24,648
+13,852
| +128% | +$146K | ﹤0.01% | 4353 |
|
|
2019
Q4 | $173K | Buy |
+10,796
| New | +$173K | ﹤0.01% | 4870 |
|