EWM
Evercore Wealth Management’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
46,026
-24,980
| -35% | -$836K | 0.02% | 180 |
|
|
2025
Q1 | $2.03M | Sell |
71,006
-1,112,542
| -94% | -$31.9M | 0.03% | 153 |
|
|
2024
Q4 | $37.6M | Sell |
1,183,548
-34,951
| -3% | -$1.11M | 0.56% | 39 |
|
|
2024
Q3 | $44.2M | Sell |
1,218,499
-35,128
| -3% | -$1.27M | 0.66% | 38 |
|
|
2024
Q2 | $40.4M | Sell |
1,253,627
-27,594
| -2% | -$890K | 0.64% | 40 |
|
|
2024
Q1 | $44.5M | Buy |
1,281,221
+6,703
| +0.5% | +$233K | 0.7% | 40 |
|
|
2023
Q4 | $45.7M | Sell |
1,274,518
-42,105
| -3% | -$1.51M | 0.77% | 40 |
|
|
2023
Q3 | $53.2M | Buy |
1,316,623
+30,935
| +2% | +$1.25M | 1% | 38 |
|
|
2023
Q2 | $62.9M | Buy |
1,285,688
+3,557
| +0.3% | +$174K | 1.15% | 33 |
|
|
2023
Q1 | $63M | Sell |
1,282,131
-8,604
| -0.7% | -$423K | 1.26% | 34 |
|
|
2022
Q4 | $52M | Buy |
1,290,735
+31,553
| +3% | +$1.27M | 1.09% | 35 |
|
|
2022
Q3 | $39.5M | Buy |
1,259,182
+1,516
| +0.1% | +$47.6K | 0.89% | 37 |
|
|
2022
Q2 | $42M | Sell |
1,257,666
-86,099
| -6% | -$2.87M | 0.88% | 38 |
|
|
2022
Q1 | $52.3M | Buy |
1,343,765
+135,435
| +11% | +$5.27M | 0.92% | 40 |
|
|
2021
Q4 | $54.5M | Sell |
1,208,330
-16,804
| -1% | -$757K | 0.89% | 39 |
|
|
2021
Q3 | $52.9M | Buy |
1,225,134
+71,316
| +6% | +$3.08M | 0.96% | 38 |
|
|
2021
Q2 | $56M | Buy |
1,153,818
+26,676
| +2% | +$1.29M | 1.02% | 36 |
|
|
2021
Q1 | $52.3M | Buy |
1,127,142
+96,673
| +9% | +$4.48M | 1.04% | 36 |
|
|
2020
Q4 | $39.8M | Buy |
1,030,469
+33,073
| +3% | +$1.28M | 0.86% | 39 |
|
|
2020
Q3 | $38.6M | Buy |
997,396
+16,526
| +2% | +$640K | 0.95% | 37 |
|
|
2020
Q2 | $34.6M | Buy |
980,870
+3,454
| +0.4% | +$122K | 0.93% | 37 |
|
|
2020
Q1 | $23.8M | Sell |
977,416
-205,972
| -17% | -$5.02M | 0.79% | 37 |
|
|
2019
Q4 | $51.3M | Buy |
1,183,388
+142,599
| +14% | +$6.19M | 1.38% | 29 |
|
|
2019
Q3 | $38.2M | Buy |
+1,040,789
| New | +$38.2M | 1.12% | 33 |
|
|
2016
Q4 | – | Sell |
-318
| Closed | -$11K | – | 1019 |
|
|
2016
Q3 | $11K | Hold |
318
| – | – | ﹤0.01% | 859 |
|
|
2016
Q2 | $9K | Buy |
+318
| New | +$9K | ﹤0.01% | 859 |
|
|
2016
Q1 | – | Sell |
-1,923
| Closed | -$83K | – | 947 |
|
|
2015
Q4 | $83K | Sell |
1,923
-5,922
| -75% | -$256K | ﹤0.01% | 505 |
|
|
2015
Q3 | $327K | Sell |
7,845
-710
| -8% | -$29.6K | 0.02% | 316 |
|
|
2015
Q2 | $486K | Buy |
8,555
+3,340
| +64% | +$190K | 0.02% | 275 |
|
|
2015
Q1 | $315K | Buy |
5,215
+880
| +20% | +$53.2K | 0.01% | 344 |
|
|
2014
Q4 | $239K | Buy |
4,335
+2,780
| +179% | +$153K | 0.01% | 332 |
|
|
2014
Q3 | $81K | Buy |
1,555
+355
| +30% | +$18.5K | ﹤0.01% | 539 |
|
|
2014
Q2 | $78K | Hold |
1,200
| – | – | ﹤0.01% | 543 |
|
|
2014
Q1 | $74K | Hold |
1,200
| – | – | ﹤0.01% | 530 |
|
|
2013
Q4 | $67K | Buy |
1,200
+600
| +100% | +$33.5K | ﹤0.01% | 518 |
|
|
2013
Q3 | $61K | Sell |
600
-300
| -33% | -$30.5K | ﹤0.01% | 550 |
|
|
2013
Q2 | $78K | Buy |
+900
| New | +$78K | ﹤0.01% | 514 |
|