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 | 921937835 Common stock | $-11.9K | -162 -2.66% | 5,927 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-11.3K | -16 -0.87% | 1,831 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Deere & Co Common stock | $-11.3K | -20 -1.40% | 1,409 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Check Point Software Technologies Ltd Common stock | $-10.7K | -75 -4.16% | 1,728 0.02% of portfolio | low |
| Q1 2026 as of | Add | Seacoast Banking Corp of Florida Common stock | $9.8K | +325 +2.07% | 16,005 0.04% of portfolio | low |
| Q1 2026 as of | Add | 539439109 Common stock | $9.5K | +2K +8.49% | 24,074 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Walmart Inc. Common stock | $-9.3K | -75 -1.28% | 5,771 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-6.6K | -50 -0.39% | 12,800 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 464287408 Common stock | $-4.2K | -20 -1.37% | 1,435 0.02% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $2.2K | +23 +0.82% | 2,833 0.02% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $284 | +1 +0.08% | 1,214 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Prologis Inc Common stock | $-132 | -1 -0.01% | 12,122 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 808524102 Common stock | $-25 | -1 -0.01% | 10,750 0.02% of portfolio | low |