Creative Planning’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $908K | Sell |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $882K | Sell |
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|
2023
Q4 | $963K | Sell |
|
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.09M | Buy |
|
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $507K | Buy |
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|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $581K | Sell |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $4.64M | Buy |
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|
2021
Q1 | $2.61M | Sell |
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|
2020
Q4 | $2.73M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Sell |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $282K | Buy |
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|
2019
Q1 | $217K | Sell |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $315K | Sell |
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|
2018
Q2 | $322K | Buy |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $256K | Sell |
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|
2017
Q3 | $667K | Sell |
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|
2017
Q2 | $617K | Sell |
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|
2017
Q1 | $640K | Buy |
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|
2016
Q4 | $258K | Buy |
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|
2016
Q3 | $227K | Buy |
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|
2016
Q2 | $154K | Sell |
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|
2016
Q1 | $210K | Sell |
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|
2015
Q4 | $243K | Sell |
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|
2015
Q3 | $517K | Sell |
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|
2015
Q2 | $753K | Buy |
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|
2015
Q1 | $797K | Buy |
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|
2014
Q4 | $571K | Sell |
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|
2014
Q3 | $551K | Buy |
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|
2014
Q2 | $614K | Sell |
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|
2014
Q1 | $582K | Buy |
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|
2013
Q4 | $232K | Buy |
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|
2013
Q3 | $196K | Buy |
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|
2013
Q2 | $126K | Buy |
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