Lipe & Dalton’s BorgWarner BWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Sell
77,255
-3,620
-4% -$121K 1.4% 27
2025
Q1
$2.32M Buy
80,875
+275
+0.3% +$7.88K 1.3% 29
2024
Q4
$2.56M Sell
80,600
-135
-0.2% -$4.29K 1.36% 26
2024
Q3
$2.93M Hold
80,735
1.48% 24
2024
Q2
$2.6M Buy
80,735
+9,990
+14% +$322K 1.4% 26
2024
Q1
$2.46M Buy
+70,745
New +$2.46M 1.27% 29