Beverly Hills Private Wealth’s BorgWarner BWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$346K	Sell	6,381 -263	-4%	-$13.9K	0.06%	238
2025 Q4	$299K	Sell	6,644 -44	-0.7%	-$1.93K	0.05%	257
2025 Q3	$294K	Sell	6,688 -403	-6%	-$16.1K	0.05%	269
2025 Q2	$237K	Sell	7,091 -761	-10%	-$23.3K	0.04%	304
2025 Q1	$225K	Buy	7,852 +421	+6%	+$12.8K	0.04%	320
2024 Q4	$236K	Sell	7,431 -473	-6%	-$16.1K	0.05%	299
2024 Q3	$287K	Sell	7,904 -1,604	-17%	-$52.9K	0.06%	278
2024 Q2	$307K	Sell	9,508 -160	-2%	-$5.54K	0.07%	269
2024 Q1	$336K	Buy	9,668 +2,862	+42%	+$93.6K	0.08%	259
2023 Q4	$244K	Sell	6,806 -4,562	-40%	-$163K	0.06%	289
2023 Q3	$459K	Sell	11,368 -14,606	-56%	-$619K	0.14%	158
2023 Q2	$972K	Buy	25,974 +13,267	+104%	+$546K	0.16%	143
2023 Q1	$549K	Buy	12,707 +2,173	+21%	+$90K	0.17%	137
2022 Q4	$373K	Buy	+10,534	New	+$358K	0.16%	139