Evercore Wealth Management’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 | $1.54M | Sell |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $37.6M | Sell |
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|
2024
Q3 | $44.2M | Sell |
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|
2024
Q2 | $40.4M | Sell |
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|
2024
Q1 | $44.5M | Buy |
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|
2023
Q4 | $45.7M | Sell |
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|
2023
Q3 | $53.2M | Sell |
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|
2023
Q2 | $62.9M | Buy |
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|
2023
Q1 | $63M | Sell |
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|
2022
Q4 | $52M | Buy |
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|
2022
Q3 | $39.5M | Buy |
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|
2022
Q2 | $42M | Sell |
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|
2022
Q1 | $52.3M | Buy |
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|
2021
Q4 | $54.5M | Sell |
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|
2021
Q3 | $52.9M | Buy |
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|
2021
Q2 | $56M | Buy |
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|
2021
Q1 | $52.3M | Buy |
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|
2020
Q4 | $39.8M | Buy |
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|
2020
Q3 | $38.6M | Buy |
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|
2020
Q2 | $34.6M | Buy |
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|
2020
Q1 | $23.8M | Sell |
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|
2019
Q4 | $51.3M | Buy |
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|
2019
Q3 | $38.2M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $9K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $83K | Sell |
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|
2015
Q3 | $327K | Sell |
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|
2015
Q2 | $486K | Buy |
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|
2015
Q1 | $315K | Buy |
|
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|
2014
Q4 | $239K | Buy |
|
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|
2014
Q3 | $81K | Buy |
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|
2014
Q2 | $78K | Hold |
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|
2014
Q1 | $74K | Hold |
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|
2013
Q4 | $67K | Hold |
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|
2013
Q3 | $61K | Sell |
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|
2013
Q2 | $78K | Buy |
|