CSM Advisors’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 | $220K | Buy |
+4,050
| New | +$213K | 0.01% | 403 |
|
|
2025
Q4 | – | Sell |
-30,554
| Closed | -$1.34M | – | 402 |
|
|
2025
Q3 | $1.34M | Sell |
30,554
-30,190
| -50% | -$1.21M | 0.04% | 323 |
|
|
2025
Q2 | $2.03M | Buy |
60,744
+7,320
| +14% | +$224K | 0.06% | 284 |
|
|
2025
Q1 | $1.53M | Sell |
53,424
-1,500
| -3% | -$45.5K | 0.08% | 96 |
|
|
2024
Q4 | $1.75M | Buy |
54,924
+1,500
| +3% | +$51.1K | 0.08% | 97 |
|
|
2024
Q3 | $1.94M | Buy |
53,424
+19,635
| +58% | +$647K | 0.13% | 98 |
|
|
2024
Q2 | $1.09M | Hold |
33,789
| – | – | 0.08% | 98 |
|
|
2024
Q1 | $1.17M | Sell |
33,789
-106,310
| -76% | -$3.48M | 0.08% | 103 |
|
|
2023
Q4 | $5.03M | Sell |
140,099
-1,159
| -0.8% | -$41.4K | 0.36% | 75 |
|
|
2023
Q3 | $5.7M | Sell |
141,258
-19,211
| -12% | -$814K | 0.5% | 60 |
|
|
2023
Q2 | $6.91M | Sell |
160,469
-11,894
| -7% | -$489K | 0.52% | 57 |
|
|
2023
Q1 | $7.45M | Buy |
172,363
+5,680
| +3% | +$235K | 0.64% | 48 |
|
|
2022
Q4 | $5.91M | Buy |
166,683
+795
| +0.5% | +$27K | 0.57% | 52 |
|
|
2022
Q3 | $4.58M | Sell |
165,888
-21,323
| -11% | -$688K | 0.51% | 64 |
|
|
2022
Q2 | $5.5M | Buy |
187,211
+1,784
| +1% | +$58.8K | 0.51% | 62 |
|
|
2022
Q1 | $6.35M | Sell |
185,427
-18,233
| -9% | -$681K | 0.44% | 65 |
|
|
2021
Q4 | $8.08M | Sell |
203,660
-1,857
| -0.9% | -$74.6K | 0.54% | 57 |
|
|
2021
Q3 | $7.82M | Buy |
205,517
+1,249
| +0.6% | +$49.7K | 0.58% | 51 |
|
|
2021
Q2 | $8.73M | Sell |
204,268
-12,984
| -6% | -$572K | 0.59% | 47 |
|
|
2021
Q1 | $8.87M | Buy |
+217,252
| New | +$8.47M | 1.25% | 34 |
|
Other funds holding BWA
VPM
VCM
