AOWM
Alpha Omega Wealth Management’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
31,523
+6,333
| +25% | +$212K | 0.19% | 112 |
|
|
2025
Q1 | $722K | Buy |
25,190
+9,427
| +60% | +$270K | 0.14% | 119 |
|
|
2024
Q4 | $501K | Sell |
15,763
-836
| -5% | -$26.6K | 0.1% | 145 |
|
|
2024
Q3 | $602K | Buy |
16,599
+350
| +2% | +$12.7K | 0.11% | 136 |
|
|
2024
Q2 | $524K | Buy |
16,249
+568
| +4% | +$18.3K | 0.1% | 143 |
|
|
2024
Q1 | $545K | Buy |
15,681
+7,472
| +91% | +$260K | 0.1% | 140 |
|
|
2023
Q4 | $294K | Sell |
8,209
-195
| -2% | -$6.99K | 0.05% | 176 |
|
|
2023
Q3 | $339K | Buy |
8,404
+1,121
| +15% | +$45.3K | 0.06% | 164 |
|
|
2023
Q2 | $356K | Buy |
7,283
+148
| +2% | +$7.24K | 0.06% | 157 |
|
|
2023
Q1 | $350K | Sell |
7,135
-106
| -1% | -$5.21K | 0.06% | 162 |
|
|
2022
Q4 | $291K | Buy |
7,241
+597
| +9% | +$24K | 0.05% | 180 |
|
|
2022
Q3 | $209K | Buy |
+6,644
| New | +$209K | 0.04% | 193 |
|