Mount Yale Investment Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-94,131
| Closed | -$3.15M | – | 802 |
|
|
2025
Q2 | $3.15M | Sell |
94,131
-2,395
| -2% | -$73.4K | 0.25% | 82 |
|
|
2025
Q1 | $2.77M | Buy |
96,526
+34,946
| +57% | +$1.06M | 0.24% | 93 |
|
|
2024
Q4 | $1.96M | Sell |
61,580
-72,695
| -54% | -$2.48M | 0.16% | 123 |
|
|
2024
Q3 | $4.87M | Sell |
134,275
-17,835
| -12% | -$588K | 0.47% | 46 |
|
|
2024
Q2 | $4.9M | Sell |
152,110
-22,283
| -13% | -$772K | 0.39% | 51 |
|
|
2024
Q1 | $6.06M | Buy |
174,393
+6,062
| +4% | +$198K | 0.46% | 42 |
|
|
2023
Q4 | $6.03M | Buy |
168,331
+162,005
| +2,561% | +$5.78M | 0.57% | 30 |
|
|
2023
Q3 | $255K | Buy |
6,326
+1,247
| +25% | +$52.8K | 0.03% | 421 |
|
|
2023
Q2 | $219K | Buy |
+5,079
| New | +$209K | 0.02% | 449 |
|
|
2023
Q1 | – | Sell |
-186,341
| Closed | -$6.6M | – | 486 |
|
|
2022
Q4 | $6.6M | Buy |
186,341
+2,005
| +1% | +$68.2K | 0.75% | 24 |
|
|
2022
Q3 | $5.09M | Buy |
184,336
+7,405
| +4% | +$239K | 0.68% | 31 |
|
|
2022
Q2 | $5.2M | Buy |
176,931
+11,068
| +7% | +$365K | 0.66% | 34 |
|
|
2022
Q1 | $5.68M | Buy |
165,863
+24,162
| +17% | +$903K | 0.62% | 34 |
|
|
2021
Q4 | $5.62M | Sell |
141,701
-324
| -0.2% | -$13K | 0.59% | 37 |
|
|
2021
Q3 | $5.4M | Buy |
142,025
+552
| +0.4% | +$22K | 0.62% | 32 |
|
|
2021
Q2 | $6.04M | Sell |
141,473
-808
| -0.6% | -$35.6K | 0.73% | 29 |
|
|
2021
Q1 | $5.81M | Sell |
142,281
-5,348
| -4% | -$208K | 0.76% | 27 |
|
|
2020
Q4 | $5.02M | Buy |
147,629
+5,681
| +4% | +$193K | 0.71% | 32 |
|
|
2020
Q3 | $4.84M | Sell |
141,948
-571
| -0.4% | -$19.6K | 0.78% | 28 |
|
|
2020
Q2 | $4.43M | Buy |
+142,519
| New | +$3.75M | 0.79% | 30 |
|
|
2018
Q4 | – | Sell |
-1,769
| Closed | -$63K | – | 378 |
|
|
2018
Q3 | $63K | Sell |
1,769
-696
| -28% | -$27.4K | 0.01% | 560 |
|
|
2018
Q2 | $94K | Sell |
2,465
-2,059
| -46% | -$90.7K | 0.02% | 477 |
|
|
2018
Q1 | $200K | Buy |
+4,524
| New | +$210K | 0.04% | 292 |
|
Other funds holding BWA
