Jones Financial Companies’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
24,630
-1,510
| -6% | -$50.7K | ﹤0.01% | 1080 |
|
|
2025
Q1 | $737K | Buy |
26,140
+1,164
| +5% | +$32.8K | ﹤0.01% | 979 |
|
|
2024
Q4 | $794K | Buy |
24,976
+9,799
| +65% | +$312K | ﹤0.01% | 818 |
|
|
2024
Q3 | $558K | Buy |
15,177
+8,387
| +124% | +$308K | ﹤0.01% | 786 |
|
|
2024
Q2 | $219K | Buy |
6,790
+6,789
| +678,900% | +$219K | ﹤0.01% | 807 |
|
|
2024
Q1 | $35 | Sell |
1
-1,750
| -100% | -$61.3K | ﹤0.01% | 1356 |
|
|
2023
Q4 | $62.8K | Buy |
1,751
+39
| +2% | +$1.4K | ﹤0.01% | 442 |
|
|
2023
Q3 | $69.1K | Buy |
+1,712
| New | +$69.1K | ﹤0.01% | 338 |
|
|
2023
Q1 | – | Sell |
-47
| Closed | -$2K | – | 602 |
|
|
2022
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 596 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$1K | – | 557 |
|
|
2022
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 620 |
|
|
2021
Q4 | – | Sell |
-36
| Closed | -$1K | – | 751 |
|
|
2021
Q3 | $1K | Sell |
36
-112
| -76% | -$3.11K | ﹤0.01% | 632 |
|
|
2021
Q2 | $6K | Hold |
148
| – | – | ﹤0.01% | 532 |
|
|
2021
Q1 | $6K | Buy |
+148
| New | +$6K | ﹤0.01% | 592 |
|