United Capital 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
Q1 | – | Sell |
-8,261
| Closed | -$263K | – | 1064 |
|
|
2024
Q4 | $263K | Buy |
8,261
+194
| +2% | +$6.17K | ﹤0.01% | 921 |
|
|
2024
Q3 | $293K | Buy |
8,067
+408
| +5% | +$14.8K | ﹤0.01% | 881 |
|
|
2024
Q2 | $247K | Sell |
7,659
-153
| -2% | -$4.93K | ﹤0.01% | 909 |
|
|
2024
Q1 | $271K | Sell |
7,812
-6,063
| -44% | -$211K | ﹤0.01% | 911 |
|
|
2023
Q4 | $497K | Sell |
13,875
-2,721
| -16% | -$97.5K | ﹤0.01% | 727 |
|
|
2023
Q3 | $670K | Sell |
16,596
-10,375
| -38% | -$419K | ﹤0.01% | 586 |
|
|
2023
Q2 | $1.16M | Sell |
26,971
-10,817
| -29% | -$466K | 0.01% | 521 |
|
|
2023
Q1 | $1.63M | Buy |
37,788
+700
| +2% | +$30.3K | 0.01% | 480 |
|
|
2022
Q4 | $1.31M | Buy |
37,088
+5,985
| +19% | +$212K | 0.01% | 557 |
|
|
2022
Q3 | $860K | Buy |
31,103
+5,449
| +21% | +$151K | 0.01% | 645 |
|
|
2022
Q2 | $754K | Buy |
25,654
+10,306
| +67% | +$303K | ﹤0.01% | 691 |
|
|
2022
Q1 | $526K | Buy |
15,348
+8,468
| +123% | +$290K | ﹤0.01% | 821 |
|
|
2021
Q4 | $273K | Buy |
+6,880
| New | +$273K | ﹤0.01% | 1052 |
|
|
2021
Q3 | – | Sell |
-4,848
| Closed | -$207K | – | 1199 |
|
|
2021
Q2 | $207K | Buy |
+4,848
| New | +$207K | ﹤0.01% | 1146 |
|
|
2019
Q3 | – | Sell |
-53,457
| Closed | -$1.98M | – | 1321 |
|
|
2019
Q2 | $1.98M | Sell |
53,457
-86,912
| -62% | -$3.21M | 0.01% | 625 |
|
|
2019
Q1 | $4.75M | Buy |
+140,369
| New | +$4.75M | 0.03% | 428 |
|
|
2015
Q3 | – | Sell |
-6,456
| Closed | -$323K | – | 1252 |
|
|
2015
Q2 | $323K | Sell |
6,456
-104
| -2% | -$5.2K | ﹤0.01% | 1054 |
|
|
2015
Q1 | $342K | Sell |
6,560
-772
| -11% | -$40.2K | ﹤0.01% | 1032 |
|
|
2014
Q4 | $355K | Buy |
7,332
+2,063
| +39% | +$99.9K | 0.01% | 919 |
|
|
2014
Q3 | $244K | Buy |
+5,269
| New | +$244K | ﹤0.01% | 979 |
|
|
2014
Q2 | – | Sell |
-3,928
| Closed | -$213K | – | 809 |
|
|
2014
Q1 | $213K | Buy |
+3,928
| New | +$213K | ﹤0.01% | 859 |
|
|
2013
Q4 | – | Sell |
-5,205
| Closed | -$232K | – | 651 |
|
|
2013
Q3 | $232K | Buy |
+5,205
| New | +$232K | 0.01% | 605 |
|