Valeo 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 | $259K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $478K | Sell |
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $610K | Sell |
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|
2022
Q4 | $583K | Sell |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $584K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7K | Sell |
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|
2020
Q1 | $26K | Buy |
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|
2019
Q4 | $43K | Hold |
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|
2019
Q3 | $36K | Sell |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $45K | Hold |
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|
2018
Q4 | $41K | Hold |
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|
2018
Q3 | $46K | Hold |
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|
2018
Q2 | $51K | Sell |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | $6K | Sell |
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|
2017
Q3 | $12K | Buy |
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