SVB Wealth’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,176
| Closed | -$62.3K | – | 697 |
|
|
2025
Q1 | $62.3K | Buy |
+2,176
| New | +$62.3K | ﹤0.01% | 484 |
|
|
2023
Q4 | – | Sell |
-5,721
| Closed | -$231K | – | 890 |
|
|
2023
Q3 | $231K | Sell |
5,721
-3,085
| -35% | -$125K | 0.01% | 699 |
|
|
2023
Q2 | $379K | Buy |
8,806
+465
| +6% | +$20K | 0.01% | 575 |
|
|
2023
Q1 | $361K | Buy |
8,341
+1,415
| +20% | +$61.2K | 0.01% | 655 |
|
|
2022
Q4 | $245K | Sell |
6,926
-1,310
| -16% | -$46.4K | ﹤0.01% | 828 |
|
|
2022
Q3 | $228K | Buy |
+8,236
| New | +$228K | ﹤0.01% | 799 |
|
|
2022
Q1 | – | Sell |
-5,745
| Closed | -$228K | – | 803 |
|
|
2021
Q4 | $228K | Sell |
5,745
-11,455
| -67% | -$455K | ﹤0.01% | 653 |
|
|
2021
Q3 | $654K | Sell |
17,200
-2,059
| -11% | -$78.3K | 0.01% | 514 |
|
|
2021
Q2 | $822K | Buy |
19,259
+1,047
| +6% | +$44.7K | 0.01% | 433 |
|
|
2021
Q1 | $743K | Buy |
18,212
+240
| +1% | +$9.79K | 0.01% | 422 |
|
|
2020
Q4 | $611K | Buy |
17,972
+2,199
| +14% | +$74.8K | 0.01% | 421 |
|
|
2020
Q3 | $538K | Buy |
15,773
+2,066
| +15% | +$70.5K | 0.01% | 379 |
|
|
2020
Q2 | $426K | Buy |
+13,707
| New | +$426K | 0.01% | 390 |
|
|
2019
Q1 | – | Sell |
-9,220
| Closed | -$282K | – | 400 |
|
|
2018
Q4 | $282K | Buy |
9,220
+3,106
| +51% | +$95K | 0.01% | 353 |
|
|
2018
Q3 | $231K | Buy |
+6,114
| New | +$231K | 0.01% | 401 |
|
|
2018
Q1 | – | Sell |
-4,964
| Closed | -$223K | – | 455 |
|
|
2017
Q4 | $223K | Sell |
4,964
-600
| -11% | -$27K | 0.01% | 443 |
|
|
2017
Q3 | $251K | Hold |
5,564
| – | – | 0.01% | 413 |
|
|
2017
Q2 | $207K | Sell |
5,564
-1,136
| -17% | -$42.3K | 0.01% | 449 |
|
|
2017
Q1 | $246K | Sell |
6,700
-909
| -12% | -$33.4K | 0.01% | 432 |
|
|
2016
Q4 | $264K | Sell |
7,609
-8
| -0.1% | -$278 | 0.01% | 427 |
|
|
2016
Q3 | $236K | Sell |
7,617
-380
| -5% | -$11.8K | 0.01% | 476 |
|
|
2016
Q2 | $208K | Sell |
7,997
-5,240
| -40% | -$136K | 0.01% | 481 |
|
|
2016
Q1 | $447K | Sell |
13,237
-7,388
| -36% | -$249K | 0.02% | 374 |
|
|
2015
Q4 | $785K | Sell |
20,625
-10,929
| -35% | -$416K | 0.03% | 297 |
|
|
2015
Q3 | $1.16M | Sell |
31,554
-9,896
| -24% | -$362K | 0.04% | 277 |
|
|
2015
Q2 | $2.07M | Sell |
41,450
-2,982
| -7% | -$149K | 0.07% | 226 |
|
|
2015
Q1 | $2.37M | Sell |
44,432
-40
| -0.1% | -$2.13K | 0.08% | 212 |
|
|
2014
Q4 | $2.15M | Buy |
+44,472
| New | +$2.15M | 0.07% | 226 |
|