EP Wealth Advisors’s BorgWarner BWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
2025
Q1
$364K Buy
2024
Q4
$336K Buy
2024
Q3
$362K Buy
2015
Q3
Sell
2015
Q2
$10.4M Buy
2015
Q1
$10.5M Buy
2014
Q4
$5.64M Sell
2014
Q3
$8.65M Buy
2014
Q2
$9.95M Buy
2014
Q1
$8.8M Buy