Avantax Advisory Services’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
13,043
-215
| -2% | -$7.2K | ﹤0.01% | 1667 |
|
|
2025
Q1 | $380K | Buy |
13,258
+1,555
| +13% | +$44.6K | ﹤0.01% | 1679 |
|
|
2024
Q4 | $372K | Sell |
11,703
-1,352
| -10% | -$43K | ﹤0.01% | 1637 |
|
|
2024
Q3 | $474K | Buy |
13,055
+269
| +2% | +$9.76K | ﹤0.01% | 1442 |
|
|
2024
Q2 | $412K | Sell |
12,786
-9,559
| -43% | -$308K | ﹤0.01% | 1490 |
|
|
2024
Q1 | $776K | Sell |
22,345
-790
| -3% | -$27.4K | 0.01% | 849 |
|
|
2023
Q4 | $829K | Buy |
23,135
+1,225
| +6% | +$43.9K | 0.01% | 786 |
|
|
2023
Q3 | $885K | Sell |
21,910
-1,464
| -6% | -$59.1K | 0.01% | 734 |
|
|
2023
Q2 | $1.01M | Sell |
23,374
-471
| -2% | -$20.3K | 0.01% | 675 |
|
|
2023
Q1 | $1.03M | Buy |
23,845
+1,291
| +6% | +$55.8K | 0.01% | 657 |
|
|
2022
Q4 | $799K | Buy |
22,554
+1,680
| +8% | +$59.5K | 0.01% | 702 |
|
|
2022
Q3 | $577K | Buy |
20,874
+6,189
| +42% | +$171K | 0.01% | 723 |
|
|
2022
Q2 | $431K | Buy |
14,685
+4,019
| +38% | +$118K | 0.01% | 846 |
|
|
2022
Q1 | $367K | Buy |
10,666
+443
| +4% | +$15.2K | 0.01% | 910 |
|
|
2021
Q4 | $406K | Buy |
10,223
+3,566
| +54% | +$142K | 0.01% | 835 |
|
|
2021
Q3 | $252K | Buy |
+6,657
| New | +$252K | ﹤0.01% | 1001 |
|