Acorn Financial Advisory Services’s BorgWarner BWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Sell	37,593 -426	-1%	-$22.5K	0.28%	42
2025 Q4	$1.71M	Buy	38,019 +752	+2%	+$32.9K	0.25%	44
2025 Q3	$1.64M	Sell	37,267 -1,741	-4%	-$69.6K	0.25%	45
2025 Q2	$1.31M	Sell	39,008 -1,251	-3%	-$38.4K	0.21%	54
2025 Q1	$1.15M	Sell	40,259 -1,400	-3%	-$42.5K	0.21%	59
2024 Q4	$1.32M	Sell	41,659 -1,675	-4%	-$57K	0.22%	51
2024 Q3	$1.57M	Sell	43,334 -819	-2%	-$27K	0.28%	41
2024 Q2	$1.42M	Sell	44,153 -973	-2%	-$33.7K	0.27%	43
2024 Q1	$1.57M	Buy	45,126 +9,569	+27%	+$313K	0.3%	41
2023 Q4	$1.27M	Sell	35,557 -676	-2%	-$24.1K	0.22%	69
2023 Q3	$1.46M	Sell	36,233 -5,742	-14%	-$243K	0.26%	57
2023 Q2	$1.81M	Sell	41,975 -977	-2%	-$40.2K	0.32%	45
2023 Q1	$1.86M	Sell	42,952 -3,076	-7%	-$127K	0.36%	37
2022 Q4	$1.63M	Sell	46,028 -498	-1%	-$16.9K	0.35%	36
2022 Q3	$1.29M	Sell	46,526 -7,385	-14%	-$238K	0.31%	51
2022 Q2	$1.58M	Sell	53,911 -1,180	-2%	-$38.9K	0.38%	42
2022 Q1	$1.89M	Sell	55,091 -2,032	-4%	-$75.9K	0.38%	38
2021 Q4	$2.27M	Buy	57,123 +275	+0.5%	+$11K	0.45%	30
2021 Q3	$2.16M	Buy	56,848 +5,730	+11%	+$228K	0.67%	29
2021 Q2	$2.18M	Buy	51,118 +816	+2%	+$35.9K	0.64%	31
2021 Q1	$2.05M	Buy	50,302 +4,453	+10%	+$174K	0.75%	27
2020 Q4	$1.56M	Buy	45,849 +10,622	+30%	+$360K	0.61%	39
2020 Q3	$1.2M	Buy	35,227 +5,563	+19%	+$191K	0.63%	36
2020 Q2	$922K	Buy	29,664 +117	+0.4%	+$3.08K	0.64%	49
2020 Q1	$634K	Buy	29,547 +502	+2%	+$14.5K	0.63%	51
2019 Q4	$1.11M	Buy	+29,045	New	+$1.06M	0.93%	30