SVB Wealth’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,176
| Closed | -$62.3K | – | 697 |
|
|
2025
Q1 | $62.3K | Buy |
+2,176
| New | +$66K | ﹤0.01% | 484 |
|
|
2023
Q4 | – | Sell |
-5,721
| Closed | -$231K | – | 890 |
|
|
2023
Q3 | $231K | Sell |
5,721
-3,085
| -35% | -$131K | 0.01% | 699 |
|
|
2023
Q2 | $379K | Buy |
8,806
+465
| +6% | +$19.1K | 0.01% | 575 |
|
|
2023
Q1 | $361K | Buy |
8,341
+1,415
| +20% | +$58.6K | 0.01% | 656 |
|
|
2022
Q4 | $245K | Sell |
6,926
-1,310
| -16% | -$44.6K | ﹤0.01% | 832 |
|
|
2022
Q3 | $228K | Buy |
+8,236
| New | +$266K | ﹤0.01% | 799 |
|
|
2022
Q1 | – | Sell |
-5,745
| Closed | -$228K | – | 803 |
|
|
2021
Q4 | $228K | Sell |
5,745
-11,455
| -67% | -$460K | ﹤0.01% | 653 |
|
|
2021
Q3 | $654K | Sell |
17,200
-2,059
| -11% | -$81.9K | 0.01% | 514 |
|
|
2021
Q2 | $822K | Buy |
19,259
+1,047
| +6% | +$46.1K | 0.01% | 433 |
|
|
2021
Q1 | $743K | Buy |
18,212
+240
| +1% | +$9.35K | 0.01% | 422 |
|
|
2020
Q4 | $611K | Buy |
17,972
+2,199
| +14% | +$74.6K | 0.01% | 422 |
|
|
2020
Q3 | $538K | Buy |
15,773
+2,066
| +15% | +$71K | 0.01% | 380 |
|
|
2020
Q2 | $426K | Buy |
+13,707
| New | +$361K | 0.01% | 390 |
|
|
2019
Q1 | – | Sell |
-9,220
| Closed | -$282K | – | 400 |
|
|
2018
Q4 | $282K | Buy |
9,220
+3,106
| +51% | +$104K | 0.01% | 353 |
|
|
2018
Q3 | $231K | Buy |
+6,114
| New | +$240K | 0.01% | 401 |
|
|
2018
Q1 | – | Sell |
-4,964
| Closed | -$223K | – | 455 |
|
|
2017
Q4 | $223K | Sell |
4,964
-600
| -11% | -$27.7K | 0.01% | 443 |
|
|
2017
Q3 | $251K | Hold |
5,564
| – | – | 0.01% | 413 |
|
|
2017
Q2 | $207K | Sell |
5,564
-1,136
| -17% | -$41.2K | 0.01% | 449 |
|
|
2017
Q1 | $246K | Sell |
6,700
-909
| -12% | -$33.1K | 0.01% | 432 |
|
|
2016
Q4 | $264K | Sell |
7,609
-8
| -0.1% | -$258 | 0.01% | 427 |
|
|
2016
Q3 | $236K | Sell |
7,617
-380
| -5% | -$11.2K | 0.01% | 476 |
|
|
2016
Q2 | $208K | Sell |
7,997
-5,240
| -40% | -$158K | 0.01% | 481 |
|
|
2016
Q1 | $447K | Sell |
13,237
-7,388
| -36% | -$219K | 0.02% | 374 |
|
|
2015
Q4 | $785K | Sell |
20,625
-10,929
| -35% | -$410K | 0.03% | 298 |
|
|
2015
Q3 | $1.16M | Sell |
31,554
-9,896
| -24% | -$411K | 0.04% | 279 |
|
|
2015
Q2 | $2.07M | Sell |
41,450
-2,982
| -7% | -$159K | 0.07% | 232 |
|
|
2015
Q1 | $2.37M | Sell |
44,432
-40
| -0.1% | -$2.04K | 0.08% | 213 |
|
|
2014
Q4 | $2.15M | Buy |
+44,472
| New | +$2.17M | 0.07% | 227 |
|
Other funds holding BWA
