IFP Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Sell |
13,720
-269
| -2% | -$9.01K | 0.01% | 867 |
|
|
2025
Q1 | $401K | Sell |
13,989
-1,693
| -11% | -$48.5K | 0.01% | 849 |
|
|
2024
Q4 | $499K | Sell |
15,682
-467
| -3% | -$14.8K | 0.02% | 736 |
|
|
2024
Q3 | $586K | Sell |
16,149
-1,201
| -7% | -$43.6K | 0.02% | 635 |
|
|
2024
Q2 | $559K | Buy |
17,350
+1,071
| +7% | +$34.5K | 0.02% | 620 |
|
|
2024
Q1 | $566K | Sell |
16,279
-15
| -0.1% | -$521 | 0.02% | 571 |
|
|
2023
Q4 | $584K | Sell |
16,294
-254
| -2% | -$9.11K | 0.03% | 536 |
|
|
2023
Q3 | $668K | Sell |
16,548
-2,941
| -15% | -$119K | 0.03% | 498 |
|
|
2023
Q2 | $839K | Sell |
19,489
-151
| -0.8% | -$6.5K | 0.04% | 482 |
|
|
2023
Q1 | $1.1M | Sell |
19,640
-29,347
| -60% | -$1.65M | 0.05% | 361 |
|
|
2022
Q4 | $2.75M | Sell |
48,987
-479
| -1% | -$26.9K | 0.07% | 288 |
|
|
2022
Q3 | $2.78M | Buy |
49,466
+1,847
| +4% | +$104K | 0.07% | 295 |
|
|
2022
Q2 | $2.68M | Hold |
47,619
| – | – | 0.09% | 271 |
|
|
2022
Q1 | $2.68M | Buy |
47,619
+28,905
| +154% | +$1.62M | 0.09% | 271 |
|
|
2021
Q4 | $744K | Buy |
18,714
+8,680
| +87% | +$345K | 0.01% | 465 |
|
|
2021
Q3 | $383K | Buy |
10,034
+3,296
| +49% | +$126K | 0.01% | 660 |
|
|
2021
Q2 | $289K | Buy |
6,738
+388
| +6% | +$16.6K | 0.01% | 738 |
|
|
2021
Q1 | $260K | Buy |
6,350
+5,724
| +914% | +$234K | 0.01% | 724 |
|
|
2020
Q4 | $21K | Buy |
626
+138
| +28% | +$4.63K | ﹤0.01% | 1769 |
|
|
2020
Q3 | $15K | Buy |
488
+50
| +11% | +$1.54K | ﹤0.01% | 1746 |
|
|
2020
Q2 | $13K | Buy |
438
+18
| +4% | +$534 | ﹤0.01% | 1710 |
|
|
2020
Q1 | $11K | Sell |
420
-64
| -13% | -$1.68K | ﹤0.01% | 1713 |
|
|
2019
Q4 | $17K | Buy |
484
+182
| +60% | +$6.39K | ﹤0.01% | 1680 |
|
|
2019
Q3 | $10K | Buy |
+302
| New | +$10K | ﹤0.01% | 2058 |
|
|
2019
Q1 | $20K | Sell |
642
-1,641
| -72% | -$51.1K | ﹤0.01% | 1346 |
|
|
2018
Q4 | $69K | Buy |
2,283
+443
| +24% | +$13.4K | ﹤0.01% | 1398 |
|
|
2018
Q3 | $69K | Buy |
1,840
+237
| +15% | +$8.89K | ﹤0.01% | 1693 |
|
|
2018
Q2 | $61K | Sell |
1,603
-2,865
| -64% | -$109K | ﹤0.01% | 1775 |
|
|
2018
Q1 | $201K | Hold |
4,468
| – | – | 0.01% | 988 |
|
|
2017
Q4 | $201K | Sell |
4,468
-763
| -15% | -$34.3K | 0.01% | 987 |
|
|
2017
Q3 | $236K | Sell |
5,231
-43
| -0.8% | -$1.94K | 0.01% | 1043 |
|
|
2017
Q2 | $197K | Sell |
5,274
-45
| -0.8% | -$1.68K | 0.01% | 1131 |
|
|
2017
Q1 | $196K | Sell |
5,319
-9,158
| -63% | -$337K | 0.01% | 1121 |
|
|
2016
Q4 | $503K | Sell |
14,477
-1,308
| -8% | -$45.4K | 0.02% | 612 |
|
|
2016
Q3 | $489K | Buy |
15,785
+14,038
| +804% | +$435K | 0.03% | 569 |
|
|
2016
Q2 | $45K | Buy |
1,747
+1,105
| +172% | +$28.5K | ﹤0.01% | 1817 |
|
|
2016
Q1 | $20K | Sell |
642
-2,050
| -76% | -$63.9K | ﹤0.01% | 1346 |
|
|
2015
Q4 | $102K | Buy |
+2,692
| New | +$102K | 0.01% | 1163 |
|