Wealth Enhancement Advisory Services’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
89,056
+40,055
| +82% | +$1.41M | 0.01% | 1122 |
|
|
2025
Q1 | $1.4M | Sell |
49,001
-9,976
| -17% | -$286K | ﹤0.01% | 1425 |
|
|
2024
Q4 | $1.87M | Sell |
58,977
-16,798
| -22% | -$534K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $2.75M | Buy |
75,775
+11,180
| +17% | +$406K | 0.01% | 935 |
|
|
2024
Q2 | $2.08M | Buy |
64,595
+987
| +2% | +$31.8K | ﹤0.01% | 966 |
|
|
2024
Q1 | $2.21M | Buy |
63,608
+1,579
| +3% | +$54.9K | 0.01% | 907 |
|
|
2023
Q4 | $2.22M | Buy |
62,029
+1,270
| +2% | +$45.5K | 0.01% | 864 |
|
|
2023
Q3 | $2.45M | Buy |
+60,759
| New | +$2.45M | 0.01% | 791 |
|
|
2022
Q3 | – | Sell |
-46,504
| Closed | -$1.41M | – | 326 |
|
|
2022
Q2 | $1.41M | Buy |
46,504
+10,032
| +28% | +$304K | 0.02% | 227 |
|
|
2022
Q1 | $1.25M | Buy |
36,472
+2,345
| +7% | +$80K | 0.02% | 228 |
|
|
2021
Q4 | $1.33M | Buy |
+34,127
| New | +$1.33M | 0.02% | 201 |
|
|
2021
Q3 | – | Sell |
-218,821
| Closed | -$9.12M | – | 292 |
|
|
2021
Q2 | $9.12M | Buy |
+218,821
| New | +$9.12M | 0.15% | 73 |
|