OPCM
Osborne Partners Capital Management’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
377,006
+4,057
| +1% | +$136K | 0.67% | 53 |
|
|
2025
Q1 | $10.7M | Buy |
372,949
+6,803
| +2% | +$195K | 0.62% | 59 |
|
|
2024
Q4 | $11.6M | Buy |
366,146
+4,497
| +1% | +$143K | 0.67% | 49 |
|
|
2024
Q3 | $13.1M | Buy |
361,649
+1,957
| +0.5% | +$71K | 0.74% | 45 |
|
|
2024
Q2 | $11.6M | Buy |
359,692
+2,793
| +0.8% | +$90K | 0.69% | 50 |
|
|
2024
Q1 | $12.4M | Buy |
356,899
+166,484
| +87% | +$5.78M | 0.76% | 40 |
|
|
2023
Q4 | $6.83M | Buy |
190,415
+11,447
| +6% | +$410K | 0.45% | 74 |
|
|
2023
Q3 | $7.22M | Buy |
178,968
+802
| +0.5% | +$32.4K | 0.53% | 66 |
|
|
2023
Q2 | $8.71M | Sell |
178,166
-1,554
| -0.9% | -$76K | 0.63% | 57 |
|
|
2023
Q1 | $8.83M | Sell |
179,720
-2,328
| -1% | -$114K | 0.65% | 56 |
|
|
2022
Q4 | $7.33M | Sell |
182,048
-7,430
| -4% | -$299K | 0.58% | 64 |
|
|
2022
Q3 | $5.95M | Buy |
189,478
+2,337
| +1% | +$73.4K | 0.5% | 68 |
|
|
2022
Q2 | $6.25M | Sell |
187,141
-1,391
| -0.7% | -$46.4K | 0.48% | 71 |
|
|
2022
Q1 | $7.33M | Buy |
188,532
+8,072
| +4% | +$314K | 0.54% | 64 |
|
|
2021
Q4 | $8.13M | Buy |
180,460
+7,184
| +4% | +$324K | 0.59% | 57 |
|
|
2021
Q3 | $7.49M | Buy |
173,276
+13,808
| +9% | +$597K | 0.6% | 58 |
|
|
2021
Q2 | $7.74M | Buy |
159,468
+6,889
| +5% | +$334K | 0.64% | 55 |
|
|
2021
Q1 | $7.07M | Buy |
152,579
+756
| +0.5% | +$35.1K | 0.64% | 55 |
|
|
2020
Q4 | $5.87M | Buy |
151,823
+3,718
| +3% | +$144K | 0.72% | 46 |
|
|
2020
Q3 | $5.74M | Buy |
148,105
+863
| +0.6% | +$33.4K | 1.15% | 29 |
|
|
2020
Q2 | $5.2M | Sell |
147,242
-2,325
| -2% | -$82.1K | 1.11% | 32 |
|
|
2020
Q1 | $3.65M | Buy |
149,567
+49,457
| +49% | +$1.21M | 0.95% | 40 |
|
|
2019
Q4 | $4.34M | Sell |
100,110
-2,245
| -2% | -$97.4K | 0.88% | 46 |
|
|
2019
Q3 | $3.75M | Sell |
102,355
-610
| -0.6% | -$22.4K | 0.75% | 50 |
|
|
2019
Q2 | $4.32M | Buy |
102,965
+4,225
| +4% | +$177K | 0.83% | 47 |
|
|
2019
Q1 | $3.79M | Buy |
+98,740
| New | +$3.79M | 0.74% | 53 |
|