Wealth Enhancement Advisory Services’s BorgWarner BWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.1M	Buy	170,517 +14,783	+9%	+$779K	0.02%	673
2025 Q4	$7.47M	Buy	155,734 +13,141	+9%	+$576K	0.01%	824
2025 Q3	$6.04M	Buy	142,593 +53,537	+60%	+$2.14M	0.01%	860
2025 Q2	$3.15M	Buy	89,056 +40,055	+82%	+$1.23M	0.01%	1124
2025 Q1	$1.4M	Sell	49,001 -9,976	-17%	-$303K	﹤0.01%	1428
2024 Q4	$1.87M	Sell	58,977 -16,798	-22%	-$572K	﹤0.01%	1216
2024 Q3	$2.75M	Buy	75,775 +11,180	+17%	+$369K	0.01%	937
2024 Q2	$2.08M	Buy	64,595 +987	+2%	+$34.2K	﹤0.01%	966
2024 Q1	$2.21M	Buy	63,608 +1,579	+3%	+$51.6K	0.01%	907
2023 Q4	$2.22M	Buy	62,029 +1,270	+2%	+$45.3K	0.01%	864
2023 Q3	$2.45M	Buy	+60,759	New	+$2.57M	0.01%	791
2022 Q3	–	Sell	-46,504	Closed	-$1.41M	–	326
2022 Q2	$1.41M	Buy	46,504 +10,032	+28%	+$330K	0.02%	227
2022 Q1	$1.25M	Buy	36,472 +2,345	+7%	+$87.6K	0.02%	228
2021 Q4	$1.33M	Buy	+34,127	New	+$1.37M	0.02%	201
2021 Q3	–	Sell	-218,821	Closed	-$9.12M	–	292
2021 Q2	$9.12M	Buy	+218,821	New	+$9.64M	0.15%	73