Forum Financial 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 | $277K | Buy |
8,266
+5
| +0.1% | +$167 | ﹤0.01% | 717 |
|
|
2025
Q1 | $237K | Buy |
+8,261
| New | +$237K | ﹤0.01% | 719 |
|
|
2024
Q4 | – | Sell |
-6,442
| Closed | -$234K | – | 938 |
|
|
2024
Q3 | $234K | Hold |
6,442
| – | – | ﹤0.01% | 643 |
|
|
2024
Q2 | $208K | Buy |
6,442
+5
| +0.1% | +$161 | ﹤0.01% | 659 |
|
|
2024
Q1 | $224K | Sell |
6,437
-3
| -0% | -$104 | ﹤0.01% | 648 |
|
|
2023
Q4 | $231K | Sell |
6,440
-7
| -0.1% | -$251 | ﹤0.01% | 576 |
|
|
2023
Q3 | $260K | Sell |
6,447
-877
| -12% | -$35.4K | 0.01% | 469 |
|
|
2023
Q2 | $315K | Buy |
7,324
+29
| +0.4% | +$1.25K | 0.01% | 418 |
|
|
2023
Q1 | $315K | Sell |
7,295
-81
| -1% | -$3.5K | 0.01% | 388 |
|
|
2022
Q4 | $261K | Buy |
+7,376
| New | +$261K | 0.01% | 436 |
|
|
2022
Q3 | – | Sell |
-7,215
| Closed | -$212K | – | 554 |
|
|
2022
Q2 | $212K | Buy |
7,215
+905
| +14% | +$26.6K | 0.01% | 495 |
|
|
2022
Q1 | $216K | Hold |
6,310
| – | – | 0.01% | 534 |
|
|
2021
Q4 | $250K | Buy |
+6,310
| New | +$250K | 0.01% | 501 |
|