Alkeon Capital Management’s BWX Technologies BWXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$86.4M Buy
+600,048
New +$86.4M 0.14% 47
2019
Q3
Sell
-894,988
Closed -$46.6M 110
2019
Q2
$46.6M Sell
894,988
-125,000
-12% -$6.51M 0.18% 61
2019
Q1
$50.6M Sell
1,019,988
-1,539
-0.2% -$76.3K 0.25% 57
2018
Q4
$39.1M Sell
1,021,527
-192,049
-16% -$7.34M 0.25% 52
2018
Q3
$75.9M Sell
1,213,576
-11,712
-1% -$732K 0.36% 39
2018
Q2
$76.4M Sell
1,225,288
-125,000
-9% -$7.79M 0.36% 37
2018
Q1
$85.8M Sell
1,350,288
-1,500
-0.1% -$95.3K 0.45% 33
2017
Q4
$81.8M Sell
1,351,788
-2,344
-0.2% -$142K 0.48% 32
2017
Q3
$75.9M Buy
1,354,132
+90,000
+7% +$5.04M 0.54% 34
2017
Q2
$61.6M Buy
1,264,132
+202,132
+19% +$9.85M 0.5% 41
2017
Q1
$50.6M Buy
1,062,000
+1,050,000
+8,750% +$50M 0.87% 45
2016
Q4
$476K Buy
+12,000
New +$476K 0.01% 58