Evergreen Capital Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
+15,128
| New | +$506K | 0.02% | 549 |
|
|
2024
Q2 | – | Sell |
-104,879
| Closed | -$3.64M | – | 956 |
|
|
2024
Q1 | $3.64M | Buy |
104,879
+5,119
| +5% | +$178K | 0.14% | 165 |
|
|
2023
Q4 | $3.58M | Sell |
99,760
-5,287
| -5% | -$190K | 0.15% | 171 |
|
|
2023
Q3 | $4.24M | Sell |
105,047
-12,970
| -11% | -$524K | 0.19% | 146 |
|
|
2023
Q2 | $5.08M | Buy |
118,017
+1,754
| +2% | +$75.5K | 0.21% | 135 |
|
|
2023
Q1 | $5.03M | Sell |
116,263
-59,054
| -34% | -$2.55M | 0.23% | 128 |
|
|
2022
Q4 | $6.21M | Sell |
175,317
-63,248
| -27% | -$2.24M | 0.29% | 102 |
|
|
2022
Q3 | $6.6M | Sell |
238,565
-24,890
| -9% | -$688K | 0.34% | 86 |
|
|
2022
Q2 | $7.74M | Buy |
263,455
+9,014
| +4% | +$265K | 0.4% | 78 |
|
|
2022
Q1 | $8.71M | Buy |
254,441
+235,830
| +1,267% | +$8.08M | 0.35% | 86 |
|
|
2021
Q4 | $738K | Sell |
18,611
-19,184
| -51% | -$761K | 0.03% | 322 |
|
|
2021
Q3 | $1.44M | Sell |
37,795
-78,117
| -67% | -$2.97M | 0.07% | 244 |
|
|
2021
Q2 | $4.95M | Buy |
+115,912
| New | +$4.95M | 0.24% | 110 |
|