Kovitz Investment Group Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,337
| Closed | -$239K | – | 1350 |
|
|
2025
Q1 | $239K | Sell |
8,337
-124,052
| -94% | -$3.55M | ﹤0.01% | 1113 |
|
|
2024
Q4 | $4.21M | Sell |
132,389
-8,314
| -6% | -$264K | 0.02% | 432 |
|
|
2024
Q3 | $4.85M | Buy |
140,703
+11,226
| +9% | +$387K | 0.03% | 343 |
|
|
2024
Q2 | $4.17M | Buy |
129,477
+1,442
| +1% | +$46.5K | 0.04% | 312 |
|
|
2024
Q1 | $4.45M | Buy |
+128,035
| New | +$4.45M | 0.06% | 217 |
|