United Capital Financial Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $563K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $293K | Buy |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $670K | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $860K | Buy |
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|
2022
Q2 | $754K | Buy |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.98M | Sell |
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|
2019
Q1 | $4.75M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $323K | Sell |
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|
2015
Q1 | $342K | Sell |
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|
2014
Q4 | $355K | Buy |
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|
2014
Q3 | $244K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $213K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $232K | Buy |
|