Avantax Advisory Services, Inc. Borgwarner Inc Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Borgwarner Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,043 shares of BWA stock, worth $537,502. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,043

Previous 13,258 1.62%

Holding current value

$537,502

Previous $379,000 15.04%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$24.84 - $33.92 $5,340 - $7,292	-215 Reduced 1.62%	13,043 $436,000
Q1 2025 May 06, 2025	BUY	$27.78 - $32.9 $43,197 - $51,159	1,555 Added 13.29%	13,258 $379,000
Q4 2024 Feb 07, 2025	SELL	$31.48 - $35.49 $42,560 - $47,982	-1,352 Reduced 10.36%	11,703 $372,000
Q3 2024 Nov 13, 2024	BUY	$31.19 - $36.75 $8,390 - $9,885	269 Added 2.1%	13,055 $473,000
Q2 2024 Aug 09, 2024	SELL	$31.86 - $37.72 $304,549 - $360,565	-9,559 Reduced 42.78%	12,786 $412,000
Q1 2024 May 08, 2024	SELL	$30.16 - $35.94 $23,826 - $28,392	-790 Reduced 3.41%	22,345 $776,000
Q4 2023 Feb 07, 2024	BUY	$32.02 - $39.97 $39,224 - $48,963	1,225 Added 5.59%	23,135 $829,000
Q3 2023 Nov 07, 2023	BUY	$39.43 - $49.92 $52,599 - $66,593	1,334 Added 6.48%	21,910 $884,000
Q2 2023 Aug 11, 2023	SELL	$42.8 - $49.16 $17,719 - $20,352	-414 Reduced 1.97%	20,576 $1.01 Million
Q1 2023 Apr 28, 2023	BUY	$40.26 - $50.81 $45,735 - $57,720	1,136 Added 5.72%	20,990 $1.03 Million
Q4 2022 Feb 13, 2023	BUY	$32.66 - $42.79 $48,304 - $63,286	1,479 Added 8.05%	19,854 $799,000
Q3 2022 Nov 01, 2022	BUY	$31.4 - $40.02 $171,067 - $218,028	5,448 Added 42.14%	18,375 $577,000
Q2 2022 Aug 02, 2022	BUY	$32.95 - $40.32 $116,577 - $142,652	3,538 Added 37.68%	12,927 $431,000
Q1 2022 Apr 27, 2022	BUY	$35.02 - $49.88 $13,657 - $19,453	390 Added 4.33%	9,389 $367,000
Q4 2021 Jan 24, 2022	BUY	$41.96 - $48.55 $131,712 - $152,398	3,139 Added 53.57%	8,999 $406,000
Q3 2021 Oct 21, 2021	BUY	$41.36 - $49.36 $242,369 - $289,249	5,860 New	5,860 $252,000

Others Institutions Holding BWA

# of Institutions

667

Shares Held

199M

Call Options Held

1.15M

Put Options Held

950K

View Full List

About BORGWARNER INC

Ticker BWA
Exchange NYSE
Sector Consumer Cyclical
Industry Auto Parts
Shares Outstandng 234,154,000
Market Cap $9.65B
Description
BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through four segments: Air Management, E-Propulsion & Drivetrain, Fuel Injection, and Aftermarket. The Air Management segment offers turbochargers, eBoosters, eTurbos, timing systems, emissions systems, thermal systems, gasoline i...

More about BWA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Borgwarner Inc Transaction History