Institutions / Baldwin Wealth Partners LLC/MA / Activity
Activity — Baldwin Wealth Partners LLC/MA
213 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 032108649 Common stock | $-133.7K | -5K -25.57% | 13,100 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Altria Group, Inc. Common stock | $-126.9K | -2K -4.05% | 45,590 0.22% of portfolio | low |
| Q1 2026 as of | Trim | 92189F791 Common stock | $-120.0K | -1K -26.67% | 2,750 0.02% of portfolio | low |
| Q1 2026 as of | Add | 92189H805 Common stock | $113.0K | +1K +23.91% | 6,654 0.04% of portfolio | low |
| Q1 2026 as of | Trim | AB Alliancebernstein Holding L.P. MLP | $-112.3K | -3K -17.12% | 14,525 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Philip Morris International Inc. Common stock | $-110.3K | -667 -2.49% | 26,124 0.31% of portfolio | low |
| Q1 2026 as of | Trim | Autozone Inc Common stock | $-108.1K | -32 -1.53% | 2,054 0.50% of portfolio | low |
| Q1 2026 as of | Trim | ET Energy Transfer LP MLP | $-104.6K | -5K -2.10% | 252,181 0.35% of portfolio | low |
| Q1 2026 as of | Trim | 97717W851 Common stock | $-95.1K | -600 -17.27% | 2,875 0.03% of portfolio | low |
| Q1 2026 as of | Trim | ConocoPhillips Common stock | $-92.4K | -700 -15.07% | 3,944 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464285204 Common stock | $89.1K | +1K +0.34% | 294,813 1.89% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories Common stock | $-88.4K | -861 -12.40% | 6,080 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 464287655 Common stock | $-88.0K | -355 -6.43% | 5,162 0.09% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock, Inc. Common stock | $-86.6K | -90 -5.90% | 1,436 0.10% of portfolio | low |
| Q1 2026 as of | Trim | NVCT Nuvectis Pharma, Inc. Common Stock | $-85.0K | -11K -2.82% | 378,625 0.21% of portfolio | low |
| Q1 2026 as of | Trim | 92189F106 Common stock | $-83.5K | -910 -3.65% | 24,004 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-74.0K | -238 -23.92% | 757 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 921943858 Common stock | $-73.1K | -1K -5.47% | 19,695 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Tesla Inc Common stock | $-71.4K | -192 -9.79% | 1,770 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Linde PLC Common stock | $-67.9K | -137 -19.27% | 574 0.02% of portfolio | low |
| Q1 2026 as of | Exit | G4124C109 Common stock | $-65.7K | -13K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Edwards Lifesciences Corp Common stock | $-64.1K | -800 -18.38% | 3,553 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Global Partners LP Common stock | $-63.1K | -2K -8.82% | 15,500 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Palantir Technologies Inc Common stock | $-62.9K | -430 -23.27% | 1,418 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Bank of New York Mellon Corp/The Common stock | $-61.5K | -518 -2.94% | 17,099 0.15% of portfolio | low |
| Q1 2026 as of | Trim | American Water Works Company, Inc. Common stock | $-60.8K | -447 -12.60% | 3,100 0.03% of portfolio | low |
| Q1 2026 as of | Trim | TJX Cos Inc/The Common stock | $-58.8K | -368 -13.65% | 2,328 0.03% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $56.5K | +1K +5.60% | 19,719 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-52.2K | -179 -6.59% | 2,536 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 87807B107 Common stock | $-48.5K | -775 -4.87% | 15,152 0.07% of portfolio | low |
| Q1 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-47.6K | -1K -12.10% | 10,318 0.03% of portfolio | low |
| Q1 2026 as of | Add | FedEx Corp Common stock | $46.3K | +130 +13.00% | 1,130 0.03% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $45.0K | +90 +12.15% | 831 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 3M Co Common stock | $-43.6K | -300 -16.23% | 1,548 0.02% of portfolio | low |
| Q1 2026 as of | Trim | O Reilly Automotive Inc Common stock | $-42.9K | -465 -7.43% | 5,790 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Resmed Inc Common stock | $-39.5K | -176 -4.45% | 3,781 0.06% of portfolio | low |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-35.3K | -1K -8.88% | 12,478 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Verizon Communications Inc Common stock | $-35.2K | -701 -9.38% | 6,775 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-34.6K | -60 -9.08% | 601 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Plains All American Pipeline LP Common stock | $-33.5K | -2K -7.01% | 19,909 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 433323102 Common stock | $-32.6K | -114 -3.46% | 3,181 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 78462F103 Common stock | $-31.9K | -49 -1.38% | 3,512 0.17% of portfolio | low |
| Q1 2026 as of | Trim | 136375102 Common stock | $-26.0K | -253 -2.90% | 8,457 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 74316P579 Common stock | $-21.5K | -407 -1.19% | 33,926 0.13% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $20.3K | +100 +1.67% | 6,079 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 891160509 Common stock | $-18.7K | -200 -0.57% | 34,675 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Fastenal Co Common stock | $-17.5K | -378 -1.05% | 35,791 0.12% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-15.6K | -81 -4.61% | 1,675 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Oracle Corp Common stock | $-14.7K | -100 -3.08% | 3,145 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-13.2K | -170 -5.29% | 3,044 0.02% of portfolio | low |