Bartlett & Co Wealth Management’s BorgWarner BWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-76	Closed	-$2.54K	–	1216
2025 Q2	$2.54K	Buy	+76	New	+$2.33K	﹤0.01%	1073
2024 Q2	–	Sell	-8	Closed	-$278	–	1144
2024 Q1	$278	Buy	+8	New	+$262	﹤0.01%	1098
2023 Q3	–	Sell	-454	Closed	-$19.6K	–	1181
2023 Q2	$19.6K	Hold	454	–	–	﹤0.01%	827
2023 Q1	$19.6K	Buy	454 +227	+100%	+$9.4K	﹤0.01%	718
2022 Q4	$8.05K	Buy	+227	New	+$7.72K	﹤0.01%	855
2021 Q3	–	Sell	-27	Closed	-$1.17K	–	957
2021 Q2	$1.17K	Sell	27 -227	-89%	-$10K	﹤0.01%	930
2021 Q1	$10.4K	Buy	254 +227	+841%	+$8.85K	﹤0.01%	724
2020 Q4	$927	Buy	+27	New	+$915	﹤0.01%	1058
2019 Q1	–	Sell	-227	Closed	-$6.95K	–	739
2018 Q4	$6.95K	Buy	+227	New	+$7.61K	﹤0.01%	606