SMITH CHAS P & ASSOCIATES PA CPAS BWIN Holdings History
SMITH CHAS P & ASSOCIATES PA CPAS's The Baldwin Insurance Group Inc Holding Summary
As of 2025-03-31, SMITH CHAS P & ASSOCIATES PA CPAS held 69,340.00 shares of The Baldwin Insurance Group Inc(BWIN), totaling $3.10 Mil. This investment constitutes 0.18% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0.1% of the outstanding The Baldwin Insurance Group Inc(BWIN) stock.
The initial trade took place in 2024Q1. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 3 purchases of BWIN, at an average price of $34.84, for a total of 126,183.00 shares. In addition, there have been 2 sales at an average price of $32.19 for 56,843.00 shares. Based on historical transaction data and BWIN's current price of $40.16, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his BWIN holdings is $218,883.61, reflecting a 4.98% gain to date.
SMITH CHAS P & ASSOCIATES PA CPAS BWIN ($40.16) Holding Chart
SMITH CHAS P & ASSOCIATES PA CPAS BWIN ($40.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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