Baron 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 | $728K | Buy |
21,753
+511
| +2% | +$17.1K | 0.26% | 53 |
|
|
2025
Q1 | $609K | Buy |
21,242
+1,267
| +6% | +$36.3K | 0.27% | 56 |
|
|
2024
Q4 | $635K | Buy |
19,975
+153
| +0.8% | +$4.86K | 0.3% | 51 |
|
|
2024
Q3 | $719K | Buy |
19,822
+222
| +1% | +$8.06K | 0.35% | 42 |
|
|
2024
Q2 | $632K | Hold |
19,600
| – | – | 0.33% | 42 |
|
|
2024
Q1 | $681K | Hold |
19,600
| – | – | 0.36% | 42 |
|
|
2023
Q4 | $703K | Hold |
19,600
| – | – | 0.38% | 36 |
|
|
2023
Q3 | $791K | Sell |
19,600
-2,666
| -12% | -$108K | 0.51% | 25 |
|
|
2023
Q2 | $959K | Hold |
22,266
| – | – | 0.61% | 20 |
|
|
2023
Q1 | $963K | Hold |
22,266
| – | – | 0.68% | 20 |
|
|
2022
Q4 | $789K | Buy |
+22,266
| New | +$789K | 0.6% | 21 |
|