HB 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 | $315K | Sell |
9,402
-4,243
| -31% | -$142K | ﹤0.01% | 905 |
|
|
2025
Q1 | $391K | Buy |
13,645
+1,947
| +17% | +$55.8K | ﹤0.01% | 838 |
|
|
2024
Q4 | $372K | Buy |
11,698
+1,702
| +17% | +$54.1K | ﹤0.01% | 725 |
|
|
2024
Q3 | $363K | Sell |
9,996
-4
| -0% | -$145 | ﹤0.01% | 688 |
|
|
2024
Q2 | $322K | Buy |
10,000
+1,830
| +22% | +$59K | ﹤0.01% | 679 |
|
|
2024
Q1 | $284K | Sell |
8,170
-499
| -6% | -$17.3K | ﹤0.01% | 673 |
|
|
2023
Q4 | $311K | Sell |
8,669
-785
| -8% | -$28.1K | ﹤0.01% | 600 |
|
|
2023
Q3 | $382K | Sell |
9,454
-5,419
| -36% | -$219K | 0.01% | 506 |
|
|
2023
Q2 | $640K | Buy |
14,873
+305
| +2% | +$13.1K | 0.01% | 363 |
|
|
2023
Q1 | $630K | Buy |
14,568
+291
| +2% | +$12.6K | 0.01% | 369 |
|
|
2022
Q4 | $506K | Buy |
14,277
+391
| +3% | +$13.9K | 0.01% | 392 |
|
|
2022
Q3 | $384K | Buy |
13,886
+740
| +6% | +$20.5K | 0.01% | 388 |
|
|
2022
Q2 | $386K | Buy |
13,146
+42
| +0.3% | +$1.23K | 0.01% | 389 |
|
|
2022
Q1 | $449K | Sell |
13,104
-26,316
| -67% | -$902K | 0.01% | 366 |
|
|
2021
Q4 | $1.56M | Buy |
+39,420
| New | +$1.56M | 0.03% | 182 |
|