Sequoia Financial Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
15,511
+7,151
| +86% | +$239K | ﹤0.01% | 969 |
|
|
2025
Q1 | $240K | Sell |
8,360
-1,686
| -17% | -$48.3K | ﹤0.01% | 1169 |
|
|
2024
Q4 | $319K | Sell |
10,046
-153
| -2% | -$4.86K | ﹤0.01% | 994 |
|
|
2024
Q3 | $370K | Sell |
10,199
-461,195
| -98% | -$16.7M | ﹤0.01% | 874 |
|
|
2024
Q2 | $15.2M | Sell |
471,394
-39,128
| -8% | -$1.26M | 0.18% | 108 |
|
|
2024
Q1 | $17.7M | Buy |
510,522
+51,318
| +11% | +$1.78M | 0.22% | 97 |
|
|
2023
Q4 | $16.5M | Buy |
459,204
+84,586
| +23% | +$3.03M | 0.2% | 103 |
|
|
2023
Q3 | $15.1M | Buy |
374,618
+22,975
| +7% | +$928K | 0.27% | 75 |
|
|
2023
Q2 | $15.1M | Buy |
351,643
+75,844
| +27% | +$3.27M | 0.26% | 76 |
|
|
2023
Q1 | $11.9M | Sell |
275,799
-13,974
| -5% | -$604K | 0.27% | 73 |
|
|
2022
Q4 | $10.3M | Buy |
289,773
+22,963
| +9% | +$814K | 0.25% | 79 |
|
|
2022
Q3 | $7.38M | Sell |
266,810
-2,761
| -1% | -$76.3K | 0.23% | 86 |
|
|
2022
Q2 | $7.92M | Buy |
269,571
+7,217
| +3% | +$212K | 0.22% | 89 |
|
|
2022
Q1 | $8.98M | Buy |
262,354
+51,194
| +24% | +$1.75M | 0.22% | 89 |
|
|
2021
Q4 | $8.38M | Buy |
211,160
+156,676
| +288% | +$6.22M | 0.23% | 89 |
|
|
2021
Q3 | $2.07M | Sell |
54,484
-99,068
| -65% | -$3.77M | 0.21% | 73 |
|
|
2021
Q2 | $6.56M | Buy |
153,552
+21,701
| +16% | +$927K | 0.24% | 73 |
|
|
2021
Q1 | $5.38M | Buy |
+131,851
| New | +$5.38M | 0.23% | 69 |
|