Atlas Capital Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
+12,466
| New | +$417K | 0.05% | 279 |
|
|
2024
Q1 | – | Sell |
-456
| Closed | -$16.3K | – | 899 |
|
|
2023
Q4 | $16.3K | Sell |
456
-6,347
| -93% | -$228K | ﹤0.01% | 704 |
|
|
2023
Q3 | $275K | Sell |
6,803
-608
| -8% | -$24.5K | 0.05% | 294 |
|
|
2023
Q2 | $319K | Hold |
7,411
| – | – | 0.05% | 282 |
|
|
2023
Q1 | $320K | Buy |
+7,411
| New | +$320K | 0.05% | 271 |
|
|
2022
Q1 | – | Sell |
-544
| Closed | -$21.6K | – | 917 |
|
|
2021
Q4 | $21.6K | Hold |
544
| – | – | ﹤0.01% | 627 |
|
|
2021
Q3 | $20.7K | Sell |
544
-2,740
| -83% | -$104K | ﹤0.01% | 637 |
|
|
2021
Q2 | $140K | Sell |
3,284
-251
| -7% | -$10.7K | 0.02% | 411 |
|
|
2021
Q1 | $144K | Sell |
3,535
-200
| -5% | -$8.16K | 0.03% | 369 |
|
|
2020
Q4 | $127K | Buy |
+3,735
| New | +$127K | 0.03% | 363 |
|
|
2019
Q3 | – | Sell |
-4,755
| Closed | -$176K | – | 641 |
|
|
2019
Q2 | $176K | Sell |
4,755
-1,878
| -28% | -$69.4K | 0.06% | 312 |
|
|
2019
Q1 | $224K | Buy |
6,633
+499
| +8% | +$16.9K | 0.08% | 247 |
|
|
2018
Q4 | $188K | Buy |
6,134
+1,447
| +31% | +$44.3K | 0.08% | 261 |
|
|
2018
Q3 | $180K | Sell |
4,687
-3,004
| -39% | -$115K | 0.06% | 299 |
|
|
2018
Q2 | $309K | Buy |
7,691
+5,596
| +267% | +$225K | 0.11% | 222 |
|
|
2018
Q1 | $92.6K | Buy |
+2,095
| New | +$92.6K | 0.03% | 358 |
|