Evermay Wealth Management’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 | – | Sell |
-1,550
| Closed | -$44.4K | – | 580 |
|
|
2025
Q1 | $44.4K | Hold |
1,550
| – | – | 0.01% | 336 |
|
|
2024
Q4 | $49.3K | Hold |
1,550
| – | – | 0.01% | 322 |
|
|
2024
Q3 | $56.3K | Sell |
1,550
-150
| -9% | -$4.95K | 0.01% | 326 |
|
|
2024
Q2 | $54.8K | Hold |
1,700
| – | – | 0.01% | 338 |
|
|
2024
Q1 | $59.1K | Buy |
1,700
+500
| +42% | +$16.4K | 0.01% | 338 |
|
|
2023
Q4 | $43K | Hold |
1,200
| – | – | 0.01% | 340 |
|
|
2023
Q3 | $48.4K | Sell |
1,200
-277
| -19% | -$11.7K | 0.01% | 311 |
|
|
2023
Q2 | $63.6K | Hold |
1,477
| – | – | 0.01% | 288 |
|
|
2023
Q1 | $63.8K | Hold |
1,477
| – | – | 0.01% | 280 |
|
|
2022
Q4 | $52.3K | Hold |
1,477
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $41K | Hold |
1,477
| – | – | 0.01% | 296 |
|
|
2022
Q2 | $43K | Buy |
1,477
+114
| +8% | +$3.75K | 0.01% | 290 |
|
|
2022
Q1 | $47K | Buy |
1,363
+227
| +20% | +$8.48K | 0.01% | 302 |
|
|
2021
Q4 | $45K | Hold |
1,136
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $43K | Hold |
1,136
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $49K | Buy |
+1,136
| New | +$50K | 0.01% | 285 |
|
|
2020
Q1 | – | Sell |
-5,503
| Closed | -$210K | – | 138 |
|
|
2019
Q4 | $210K | Buy |
+5,503
| New | +$202K | 0.05% | 155 |
|
|
2019
Q3 | – | Sell |
-5,692
| Closed | -$210K | – | 150 |
|
|
2019
Q2 | $210K | Buy |
+5,692
| New | +$202K | 0.06% | 140 |
|
|
2019
Q1 | – | Sell |
-7,112
| Closed | -$218K | – | 147 |
|
|
2018
Q4 | $218K | Sell |
7,112
-2,858
| -29% | -$95.8K | 0.07% | 123 |
|
|
2018
Q3 | $375K | Buy |
9,970
+1,786
| +22% | +$70.2K | 0.12% | 94 |
|
|
2018
Q2 | $311K | Sell |
8,184
-1,163
| -12% | -$51.3K | 0.1% | 104 |
|
|
2018
Q1 | $413K | Buy |
+9,347
| New | +$434K | 0.14% | 82 |
|
Other funds holding BWA
