Beverly Hills Private Wealth’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
7,091
-761
| -10% | -$25.5K | 0.04% | 302 |
|
|
2025
Q1 | $225K | Buy |
7,852
+421
| +6% | +$12.1K | 0.04% | 319 |
|
|
2024
Q4 | $236K | Sell |
7,431
-473
| -6% | -$15K | 0.05% | 299 |
|
|
2024
Q3 | $287K | Sell |
7,904
-1,604
| -17% | -$58.2K | 0.06% | 278 |
|
|
2024
Q2 | $307K | Sell |
9,508
-160
| -2% | -$5.16K | 0.07% | 269 |
|
|
2024
Q1 | $336K | Buy |
9,668
+2,862
| +42% | +$99.4K | 0.08% | 259 |
|
|
2023
Q4 | $244K | Sell |
6,806
-4,562
| -40% | -$164K | 0.06% | 289 |
|
|
2023
Q3 | $459K | Sell |
11,368
-14,606
| -56% | -$590K | 0.14% | 158 |
|
|
2023
Q2 | $972K | Buy |
25,974
+13,267
| +104% | +$497K | 0.16% | 143 |
|
|
2023
Q1 | $549K | Buy |
12,707
+2,173
| +21% | +$93.9K | 0.17% | 137 |
|
|
2022
Q4 | $373K | Buy |
+10,534
| New | +$373K | 0.16% | 139 |
|