WJWM
Williams Jones Wealth Management’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
8,032
| – | – | ﹤0.01% | 434 |
|
|
2025
Q1 | $230K | Buy |
8,032
+73
| +0.9% | +$2.09K | ﹤0.01% | 442 |
|
|
2024
Q4 | $253K | Hold |
7,959
| – | – | ﹤0.01% | 435 |
|
|
2024
Q3 | $289K | Hold |
7,959
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $257K | Hold |
7,959
| – | – | ﹤0.01% | 441 |
|
|
2024
Q1 | $276K | Hold |
7,959
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $285K | Hold |
7,959
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $321K | Hold |
7,959
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $389K | Sell |
7,959
-62
| -0.8% | -$3.03K | 0.01% | 384 |
|
|
2023
Q1 | $394K | Hold |
8,021
| – | – | 0.01% | 408 |
|
|
2022
Q4 | $323K | Sell |
8,021
-1
| -0% | -$40 | 0.01% | 431 |
|
|
2022
Q3 | $252K | Sell |
8,022
-1,180
| -13% | -$37.1K | ﹤0.01% | 462 |
|
|
2022
Q2 | $307K | Buy |
+9,202
| New | +$307K | 0.01% | 452 |
|