EWA
EP Wealth Advisors’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
11,461
-1,253
| -10% | -$42K | ﹤0.01% | 900 |
|
|
2025
Q1 | $364K | Buy |
12,714
+2,152
| +20% | +$61.7K | ﹤0.01% | 827 |
|
|
2024
Q4 | $336K | Buy |
10,562
+578
| +6% | +$18.4K | ﹤0.01% | 824 |
|
|
2024
Q3 | $362K | Buy |
+9,984
| New | +$362K | ﹤0.01% | 795 |
|
|
2015
Q3 | – | Sell |
-182,550
| Closed | -$10.4M | – | 141 |
|
|
2015
Q2 | $10.4M | Buy |
182,550
+8,691
| +5% | +$494K | 1.94% | 23 |
|
|
2015
Q1 | $10.5M | Buy |
173,859
+71,292
| +70% | +$4.31M | 1.98% | 21 |
|
|
2014
Q4 | $5.64M | Sell |
102,567
-61,828
| -38% | -$3.4M | 0.93% | 40 |
|
|
2014
Q3 | $8.65M | Buy |
164,395
+11,818
| +8% | +$622K | 1.4% | 27 |
|
|
2014
Q2 | $9.95M | Buy |
152,577
+9,412
| +7% | +$614K | 2.31% | 18 |
|
|
2014
Q1 | $8.8M | Buy |
+143,165
| New | +$8.8M | 2.41% | 22 |
|