Independent Advisor Alliance’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $619K | Buy |
18,493
+2,453
| +15% | +$82.1K | 0.02% | 524 |
|
2025
Q1 | $460K | Sell |
16,040
-2,893
| -15% | -$82.9K | 0.02% | 546 |
|
2024
Q4 | $602K | Sell |
18,933
-945
| -5% | -$30K | 0.01% | 894 |
|
2024
Q3 | $721K | Buy |
19,878
+12,538
| +171% | +$455K | 0.03% | 387 |
|
2024
Q2 | $237K | Sell |
7,340
-909
| -11% | -$29.3K | 0.01% | 633 |
|
2024
Q1 | $287K | Sell |
8,249
-525
| -6% | -$18.2K | 0.01% | 582 |
|
2023
Q4 | $315K | Buy |
8,774
+353
| +4% | +$12.7K | 0.01% | 541 |
|
2023
Q3 | $340K | Sell |
8,421
-1,192
| -12% | -$48.1K | 0.02% | 489 |
|
2023
Q2 | $414K | Buy |
9,613
+2,254
| +31% | +$97K | 0.02% | 461 |
|
2023
Q1 | $318K | Buy |
+7,359
| New | +$318K | 0.02% | 506 |
|
2022
Q4 | – | Sell |
-8,543
| Closed | -$236K | – | 451 |
|
2022
Q3 | $236K | Buy |
8,543
+572
| +7% | +$15.8K | 0.01% | 544 |
|
2022
Q2 | $234K | Buy |
7,971
+1,430
| +22% | +$42K | 0.01% | 539 |
|
2022
Q1 | $224K | Buy |
6,541
+323
| +5% | +$11.1K | 0.01% | 583 |
|
2021
Q4 | $247K | Buy |
6,218
+190
| +3% | +$7.55K | 0.01% | 575 |
|
2021
Q3 | $229K | Sell |
6,028
-1,365
| -18% | -$51.9K | 0.01% | 561 |
|
2021
Q2 | $316K | Buy |
7,393
+923
| +14% | +$39.5K | 0.02% | 497 |
|
2021
Q1 | $264K | Buy |
+6,470
| New | +$264K | 0.02% | 506 |
|
2017
Q2 | – | Sell |
-7,001
| Closed | -$235K | – | 254 |
|
2017
Q1 | $235K | Buy |
7,001
+430
| +7% | +$14.4K | 0.04% | 347 |
|
2016
Q4 | $231K | Buy |
+6,571
| New | +$231K | 0.1% | 160 |
|