AE Wealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
421,781
+10,502
| +3% | +$352K | 0.1% | 210 |
|
|
2025
Q1 | $11.8M | Buy |
411,279
+12,062
| +3% | +$346K | 0.1% | 217 |
|
|
2024
Q4 | $12.7M | Buy |
399,217
+21,244
| +6% | +$675K | 0.11% | 205 |
|
|
2024
Q3 | $13.7M | Buy |
377,973
+31,496
| +9% | +$1.14M | 0.12% | 178 |
|
|
2024
Q2 | $11.2M | Buy |
346,477
+30,714
| +10% | +$990K | 0.11% | 207 |
|
|
2024
Q1 | $11M | Buy |
315,763
+33,011
| +12% | +$1.15M | 0.12% | 204 |
|
|
2023
Q4 | $9.65M | Buy |
282,752
+52,312
| +23% | +$1.79M | 0.05% | 406 |
|
|
2023
Q3 | $9.3M | Sell |
230,440
-22,621
| -9% | -$913K | 0.06% | 400 |
|
|
2023
Q2 | $10.9M | Buy |
253,061
+123,843
| +96% | +$5.33M | 0.07% | 349 |
|
|
2023
Q1 | $5.59M | Buy |
129,218
+29,256
| +29% | +$1.26M | 0.04% | 481 |
|
|
2022
Q4 | $3.54M | Buy |
99,962
+253
| +0.3% | +$8.96K | 0.03% | 563 |
|
|
2022
Q3 | $2.76M | Buy |
99,709
+8,957
| +10% | +$248K | 0.02% | 599 |
|
|
2022
Q2 | $2.67M | Sell |
90,752
-5,496
| -6% | -$161K | 0.02% | 570 |
|
|
2022
Q1 | $3.3M | Buy |
96,248
+22,495
| +31% | +$770K | 0.02% | 559 |
|
|
2021
Q4 | $2.93M | Sell |
73,753
-3,054
| -4% | -$121K | 0.02% | 575 |
|
|
2021
Q3 | $2.92M | Sell |
76,807
-23,647
| -24% | -$900K | 0.02% | 520 |
|
|
2021
Q2 | $4.29M | Buy |
100,454
+10,390
| +12% | +$444K | 0.04% | 412 |
|
|
2021
Q1 | $3.68M | Buy |
90,064
+7,050
| +8% | +$288K | 0.04% | 388 |
|
|
2020
Q4 | $2.82M | Buy |
83,014
+3,739
| +5% | +$127K | 0.03% | 395 |
|
|
2020
Q3 | $2.7M | Buy |
79,275
+6,190
| +8% | +$211K | 0.04% | 353 |
|
|
2020
Q2 | $2.27M | Sell |
73,085
-6,726
| -8% | -$209K | 0.04% | 374 |
|
|
2020
Q1 | $1.71M | Buy |
79,811
+13,068
| +20% | +$280K | 0.04% | 337 |
|
|
2019
Q4 | $2.55M | Buy |
66,743
+8,521
| +15% | +$325K | 0.06% | 289 |
|
|
2019
Q3 | $1.88M | Buy |
58,222
+4,750
| +9% | +$153K | 0.05% | 291 |
|
|
2019
Q2 | $1.98M | Buy |
+53,472
| New | +$1.98M | 0.06% | 243 |
|