TPWM
Twelve Points Wealth Management’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
66,365
+4,296
| +7% | +$144K | 0.6% | 40 |
|
|
2025
Q1 | $1.78M | Buy |
62,069
+7,825
| +14% | +$224K | 0.48% | 48 |
|
|
2024
Q4 | $1.72M | Buy |
54,244
+10,186
| +23% | +$324K | 0.5% | 43 |
|
|
2024
Q3 | $1.6M | Buy |
44,058
+6,262
| +17% | +$227K | 0.5% | 46 |
|
|
2024
Q2 | $1.22M | Buy |
37,796
+3,703
| +11% | +$119K | 0.43% | 56 |
|
|
2024
Q1 | $1.18M | Buy |
34,093
+4,798
| +16% | +$167K | 0.43% | 59 |
|
|
2023
Q4 | $1.05M | Buy |
29,295
+1,708
| +6% | +$61.2K | 0.5% | 59 |
|
|
2023
Q3 | $1.11M | Buy |
27,587
+1,768
| +7% | +$71.4K | 0.55% | 53 |
|
|
2023
Q2 | $1.26M | Buy |
25,819
+3,057
| +13% | +$150K | 0.67% | 46 |
|
|
2023
Q1 | $1.12M | Buy |
22,762
+3,336
| +17% | +$164K | 0.64% | 45 |
|
|
2022
Q4 | $782K | Sell |
19,426
-5,439
| -22% | -$219K | 0.53% | 57 |
|
|
2022
Q3 | $781K | Buy |
24,865
+2,042
| +9% | +$64.1K | 0.61% | 53 |
|
|
2022
Q2 | $762K | Buy |
22,823
+5,125
| +29% | +$171K | 0.59% | 57 |
|
|
2022
Q1 | $688K | Buy |
17,698
+6,651
| +60% | +$259K | 0.51% | 71 |
|
|
2021
Q4 | $498K | Buy |
+11,047
| New | +$498K | 0.4% | 84 |
|