Venturi Wealth Management’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 |
-5,215
| Closed | -$166K | – | 744 |
|
|
2024
Q4 | $166K | Buy |
5,215
+4,543
| +676% | +$144K | 0.01% | 596 |
|
|
2024
Q3 | $24.4K | Buy |
672
+390
| +138% | +$14.2K | ﹤0.01% | 963 |
|
|
2024
Q2 | $9.09K | Buy |
+282
| New | +$9.09K | ﹤0.01% | 1124 |
|
|
2024
Q1 | – | Sell |
-34
| Closed | -$1.22K | – | 1371 |
|
|
2023
Q4 | $1.22K | Sell |
34
-9
| -21% | -$323 | ﹤0.01% | 1308 |
|
|
2023
Q3 | $1.74K | Buy |
43
+27
| +169% | +$1.09K | ﹤0.01% | 1198 |
|
|
2023
Q2 | $685 | Buy |
+16
| New | +$685 | ﹤0.01% | 1044 |
|