Mount Yale Investment Advisors, LLC Borgwarner Inc Transaction History

Mount Yale Investment Advisors, LLC

$1.11 Billion
Q1 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Borgwarner Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 96,526 shares of BWA stock, worth $3.19 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

96,526

Previous 61,580 56.75%

Holding current value

$3.19 Million

Previous $1.96 Million 41.29%

% of portfolio

0.25%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$27.78 - $32.9 $970,799 - $1.15 Million	34,946 Added 56.75%	96,526 $2.77 Million
Q4 2024 Jan 22, 2025	SELL	$31.48 - $35.49 $2.29 Million - $2.58 Million	-72,695 Reduced 54.14%	61,580 $1.96 Million
Q3 2024 Oct 23, 2024	SELL	$31.19 - $36.75 $556,273 - $655,436	-17,835 Reduced 11.73%	134,275 $4.87 Million
Q2 2024 Aug 13, 2024	SELL	$31.86 - $37.72 $709,936 - $840,514	-22,283 Reduced 12.78%	152,110 $4.9 Million
Q1 2024 May 15, 2024	BUY	$30.16 - $35.94 $182,829 - $217,868	6,062 Added 3.6%	174,393 $6.06 Million
Q4 2023 Feb 12, 2024	BUY	$32.02 - $39.97 $5.19 Million - $6.48 Million	162,005 Added 2560.94%	168,331 $6.03 Million
Q3 2023 Oct 11, 2023	BUY	$39.43 - $49.92 $73,142 - $92,601	1,855 Added 41.49%	6,326 $255,000
Q2 2023 Aug 14, 2023	BUY	$42.8 - $49.16 $191,358 - $219,794	4,471 New	4,471 $218,000
Q4 2022 Feb 13, 2023	BUY	$32.66 - $42.79 $57,644 - $75,524	1,765 Added 1.09%	164,033 $6.6 Million
Q3 2022 Nov 07, 2022	BUY	$31.4 - $40.02 $204,696 - $260,890	6,519 Added 4.19%	162,268 $5.1 Million
Q2 2022 Aug 02, 2022	BUY	$32.95 - $40.32 $321,031 - $392,837	9,743 Added 6.67%	155,749 $5.2 Million
Q1 2022 May 03, 2022	BUY	$35.02 - $49.88 $744,840 - $1.06 Million	21,269 Added 17.05%	146,006 $5.68 Million
Q4 2021 Feb 02, 2022	SELL	$41.96 - $48.55 $11,958 - $13,836	-285 Reduced 0.23%	124,737 $5.62 Million
Q3 2021 Nov 02, 2021	BUY	$41.36 - $49.36 $20,100 - $23,988	486 Added 0.39%	125,022 $5.4 Million
Q2 2021 Aug 04, 2021	SELL	$45.5 - $54.45 $32,350 - $38,713	-711 Reduced 0.57%	124,536 $6.05 Million
Q1 2021 May 04, 2021	SELL	$38.06 - $50.55 $179,186 - $237,989	-4,708 Reduced 3.62%	125,247 $5.81 Million
Q4 2020 Feb 12, 2021	BUY	$34.98 - $41.54 $174,934 - $207,741	5,001 Added 4.0%	129,955 $5.02 Million
Q3 2020 Nov 16, 2020	SELL	$34.24 - $42.93 $17,222 - $21,593	-503 Reduced 0.4%	124,954 $4.84 Million
Q2 2020 Jul 09, 2020	BUY	$21.29 - $37.52 $2.67 Million - $4.71 Million	125,457 New	125,457 $4.43 Million
Q4 2018 Feb 14, 2019	SELL	$33.2 - $43.66 $51,692 - $67,978	-1,557 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$42.77 - $46.36 $26,218 - $28,418	-613 Reduced 28.25%	1,557 $63,000
Q2 2018 Aug 22, 2018	SELL	$43.16 - $53.91 $78,205 - $97,684	-1,812 Reduced 45.5%	2,170 $94,000
Q1 2018 Jun 25, 2018	BUY	$48.01 - $57.91 $191,175 - $230,597	3,982 New	3,982 $200,000

Others Institutions Holding BWA

# of Institutions

641

Shares Held

201M

Call Options Held

877K

Put Options Held

1.17M

View Full List

About BORGWARNER INC

Ticker BWA
Exchange NYSE
Sector Consumer Cyclical
Industry Auto Parts
Shares Outstandng 234,154,000
Market Cap $7.75B
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...

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Mount Yale Investment Advisors, LLC Borgwarner Inc Transaction History