Allworth Financial’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.4K | Buy |
1,683
+246
| +17% | +$8.24K | ﹤0.01% | 1873 |
|
2025
Q1 | $40.9K | Buy |
1,437
+793
| +123% | +$22.6K | ﹤0.01% | 1650 |
|
2024
Q4 | $20.5K | Buy |
644
+331
| +106% | +$10.5K | ﹤0.01% | 2080 |
|
2024
Q3 | $11.4K | Sell |
313
-4
| -1% | -$145 | ﹤0.01% | 2202 |
|
2024
Q2 | $10.3K | Sell |
317
-219
| -41% | -$7.14K | ﹤0.01% | 2210 |
|
2024
Q1 | $18.6K | Sell |
536
-6
| -1% | -$208 | ﹤0.01% | 1810 |
|
2023
Q4 | $19.4K | Sell |
542
-100
| -16% | -$3.59K | ﹤0.01% | 1666 |
|
2023
Q3 | $25.9K | Buy |
642
+54
| +9% | +$2.18K | ﹤0.01% | 1377 |
|
2023
Q2 | $25.3K | Sell |
588
-11
| -2% | -$474 | ﹤0.01% | 1399 |
|
2023
Q1 | $25.9K | Buy |
599
+24
| +4% | +$1.04K | ﹤0.01% | 1314 |
|
2022
Q4 | $20.4K | Buy |
575
+518
| +909% | +$18.3K | ﹤0.01% | 1357 |
|
2022
Q3 | $2K | Buy |
57
+1
| +2% | +$35 | ﹤0.01% | 2113 |
|
2022
Q2 | $2K | Buy |
56
+40
| +250% | +$1.43K | ﹤0.01% | 1987 |
|
2022
Q1 | $1K | Sell |
16
-332
| -95% | -$20.8K | ﹤0.01% | 1888 |
|
2021
Q4 | $14K | Sell |
348
-6
| -2% | -$241 | ﹤0.01% | 1254 |
|
2021
Q3 | $13K | Buy |
+354
| New | +$13K | ﹤0.01% | 1169 |
|
2018
Q4 | – | Sell |
-42
| Closed | -$2K | – | 864 |
|
2018
Q3 | $2K | Sell |
42
-11
| -21% | -$524 | ﹤0.01% | 775 |
|
2018
Q2 | $2K | Buy |
53
+11
| +26% | +$415 | ﹤0.01% | 772 |
|
2018
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 693 |
|