Geneos Wealth 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 | $23.7K | Sell |
709
-902
| -56% | -$30.2K | ﹤0.01% | 1951 |
|
|
2025
Q1 | $46.2K | Buy |
1,611
+1,029
| +177% | +$29.5K | ﹤0.01% | 1964 |
|
|
2024
Q4 | $18.5K | Buy |
582
+96
| +20% | +$3.05K | ﹤0.01% | 1762 |
|
|
2024
Q3 | $17.6K | Buy |
486
+153
| +46% | +$5.55K | ﹤0.01% | 1602 |
|
|
2024
Q2 | $10.7K | Sell |
333
-32
| -9% | -$1.03K | ﹤0.01% | 1528 |
|
|
2024
Q1 | $12.7K | Buy |
365
+33
| +10% | +$1.15K | ﹤0.01% | 1491 |
|
|
2023
Q4 | $11.9K | Buy |
332
+20
| +6% | +$718 | ﹤0.01% | 1508 |
|
|
2023
Q3 | $12.6K | Sell |
312
-42
| -12% | -$1.7K | ﹤0.01% | 1502 |
|
|
2023
Q2 | $15.2K | Buy |
354
+1
| +0.3% | +$43 | ﹤0.01% | 1459 |
|
|
2023
Q1 | $15.3K | Hold |
353
| – | – | ﹤0.01% | 1429 |
|
|
2022
Q4 | $12.5K | Buy |
353
+1
| +0.3% | +$35 | ﹤0.01% | 1471 |
|
|
2022
Q3 | $9K | Sell |
352
-4,244
| -92% | -$109K | ﹤0.01% | 1533 |
|
|
2022
Q2 | $137K | Buy |
4,596
+4
| +0.1% | +$119 | 0.01% | 889 |
|
|
2022
Q1 | $157K | Sell |
4,592
-61
| -1% | -$2.09K | 0.01% | 902 |
|
|
2021
Q4 | $184K | Buy |
4,653
+128
| +3% | +$5.06K | 0.01% | 905 |
|
|
2021
Q3 | $174K | Sell |
4,525
-222
| -5% | -$8.54K | 0.01% | 920 |
|
|
2021
Q2 | $205K | Sell |
4,747
-631
| -12% | -$27.3K | 0.01% | 828 |
|
|
2021
Q1 | $235K | Buy |
5,378
+1,847
| +52% | +$80.7K | 0.01% | 904 |
|
|
2020
Q4 | $112K | Buy |
3,531
+748
| +27% | +$23.7K | ﹤0.01% | 1091 |
|
|
2020
Q3 | $90K | Hold |
2,783
| – | – | ﹤0.01% | 985 |
|
|
2020
Q2 | $81K | Hold |
2,783
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q1 | $58K | Sell |
2,783
-1,179
| -30% | -$24.6K | ﹤0.01% | 1055 |
|
|
2019
Q4 | $152K | Buy |
3,962
+1,179
| +42% | +$45.2K | 0.01% | 800 |
|
|
2019
Q3 | $89K | Buy |
2,783
+1,420
| +104% | +$45.4K | 0.01% | 936 |
|
|
2019
Q2 | $50K | Buy |
1,363
+1,112
| +443% | +$40.8K | ﹤0.01% | 1179 |
|
|
2019
Q1 | $46K | Buy |
251
+19
| +8% | +$3.48K | ﹤0.01% | 1184 |
|
|
2018
Q4 | $7K | Sell |
232
-142
| -38% | -$4.28K | ﹤0.01% | 1871 |
|
|
2018
Q3 | $14K | Hold |
374
| – | – | ﹤0.01% | 1718 |
|
|
2018
Q2 | $14K | Buy |
374
+5
| +1% | +$187 | ﹤0.01% | 1581 |
|
|
2018
Q1 | $16K | Sell |
369
-66
| -15% | -$2.86K | ﹤0.01% | 1472 |
|
|
2017
Q4 | $19K | Buy |
435
+142
| +48% | +$6.2K | ﹤0.01% | 1394 |
|
|
2017
Q3 | $13K | Sell |
293
-454
| -61% | -$20.1K | ﹤0.01% | 1473 |
|
|
2017
Q2 | $27K | Buy |
747
+142
| +23% | +$5.13K | ﹤0.01% | 1154 |
|
|
2017
Q1 | $22K | Hold |
605
| – | – | ﹤0.01% | 1194 |
|
|
2016
Q4 | $21K | Sell |
605
-682
| -53% | -$23.7K | ﹤0.01% | 1155 |
|
|
2016
Q3 | $39K | Buy |
1,287
+747
| +138% | +$22.6K | 0.01% | 905 |
|
|
2016
Q2 | $14K | Sell |
540
-43
| -7% | -$1.12K | ﹤0.01% | 1222 |
|
|
2016
Q1 | $19K | Buy |
+583
| New | +$19K | ﹤0.01% | 1101 |
|