Goelzer Investment 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 | $374K | Sell |
11,184
-120,290
| -91% | -$4.03M | 0.02% | 208 |
|
|
2025
Q1 | $3.77M | Buy |
131,474
+1,578
| +1% | +$45.2K | 0.22% | 100 |
|
|
2024
Q4 | $4.13M | Sell |
129,896
-2,516
| -2% | -$80K | 0.24% | 94 |
|
|
2024
Q3 | $4.81M | Sell |
132,412
-6,506
| -5% | -$236K | 0.26% | 88 |
|
|
2024
Q2 | $4.48M | Buy |
138,918
+38,637
| +39% | +$1.25M | 0.25% | 87 |
|
|
2024
Q1 | $3.48M | Sell |
100,281
-3,045
| -3% | -$106K | 0.2% | 106 |
|
|
2023
Q4 | $3.7M | Sell |
103,326
-820
| -0.8% | -$29.4K | 0.24% | 97 |
|
|
2023
Q3 | $4.2M | Sell |
104,146
-15,018
| -13% | -$606K | 0.3% | 76 |
|
|
2023
Q2 | $5.13M | Buy |
119,164
+22,337
| +23% | +$962K | 0.43% | 70 |
|
|
2023
Q1 | $4.19M | Sell |
96,827
-4,627
| -5% | -$200K | 0.36% | 82 |
|
|
2022
Q4 | $3.59M | Sell |
101,454
-8,551
| -8% | -$303K | 0.31% | 92 |
|
|
2022
Q3 | $3.04M | Sell |
110,005
-3,051
| -3% | -$84.3K | 0.3% | 98 |
|
|
2022
Q2 | $3.32M | Sell |
113,056
-1,574
| -1% | -$46.2K | 0.32% | 98 |
|
|
2022
Q1 | $3.93M | Sell |
114,630
-4,780
| -4% | -$164K | 0.34% | 94 |
|
|
2021
Q4 | $4.74M | Sell |
119,410
-2,273
| -2% | -$90.2K | 0.39% | 78 |
|
|
2021
Q3 | $4.63M | Sell |
121,683
-12,124
| -9% | -$461K | 0.41% | 82 |
|
|
2021
Q2 | $5.72M | Sell |
133,807
-1,309
| -1% | -$55.9K | 0.47% | 65 |
|
|
2021
Q1 | $5.51M | Sell |
135,116
-3,876
| -3% | -$158K | 0.49% | 64 |
|
|
2020
Q4 | $4.73M | Buy |
138,992
+2,904
| +2% | +$98.8K | 0.44% | 78 |
|
|
2020
Q3 | $4.64M | Sell |
136,088
-337
| -0.2% | -$11.5K | 0.43% | 70 |
|
|
2020
Q2 | $4.24M | Buy |
136,425
+68,322
| +100% | +$2.12M | 0.41% | 76 |
|
|
2020
Q1 | $1.46M | Buy |
+68,103
| New | +$1.46M | 0.17% | 142 |
|