Old North State Wealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.96M | Buy |
88,429
+1,297
| +1% | +$43.4K | 1.54% | 25 |
|
2025
Q1 | $2.5M | Buy |
87,132
+4,490
| +5% | +$129K | 1.39% | 28 |
|
2024
Q4 | $2.63M | Sell |
82,642
-678
| -0.8% | -$21.6K | 1.48% | 26 |
|
2024
Q3 | $3.03M | Buy |
83,320
+292
| +0.4% | +$10.6K | 1.69% | 22 |
|
2024
Q2 | $2.68M | Buy |
83,028
+362
| +0.4% | +$11.7K | 1.76% | 21 |
|
2024
Q1 | $2.87M | Buy |
82,666
+11,228
| +16% | +$390K | 1.88% | 18 |
|
2023
Q4 | $2.56M | Sell |
71,438
-2,689
| -4% | -$96.5K | 1.89% | 19 |
|
2023
Q3 | $2.99M | Sell |
74,127
-9,101
| -11% | -$368K | 2.63% | 11 |
|
2023
Q2 | $3.59M | Sell |
83,228
-516
| -0.6% | -$22.2K | 3.14% | 7 |
|
2023
Q1 | $3.62M | Buy |
83,744
+9,650
| +13% | +$417K | 3.39% | 8 |
|
2022
Q4 | $2.63M | Buy |
74,094
+19,372
| +35% | +$687K | 2.64% | 15 |
|
2022
Q3 | $1.51M | Buy |
54,722
+19,007
| +53% | +$526K | 1.75% | 21 |
|
2022
Q2 | $1.05M | Buy |
35,715
+25,331
| +244% | +$744K | 1.2% | 31 |
|
2022
Q1 | $356K | Buy |
+10,384
| New | +$356K | 0.36% | 45 |
|