AllSquare Wealth Management’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14K | Hold |
76
| – | – | 0.01% | 355 |
|
|
2025
Q2 | $10.9K | Hold |
76
| – | – | 0.01% | 374 |
|
|
2025
Q1 | $7.5K | Hold |
76
| – | – | ﹤0.01% | 402 |
|
|
2024
Q4 | $8.47K | Hold |
76
| – | – | ﹤0.01% | 394 |
|
|
2024
Q3 | $8.26K | Hold |
76
| – | – | ﹤0.01% | 398 |
|
|
2024
Q2 | $7.22K | Hold |
76
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $7.8K | Hold |
76
| – | – | ﹤0.01% | 393 |
|
|
2023
Q4 | $5.83K | Hold |
76
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $5.7K | Hold |
76
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $4.64K | Hold |
76
| – | – | ﹤0.01% | 440 |
|
|
2023
Q1 | $4.79K | Hold |
76
| – | – | ﹤0.01% | 440 |
|
|
2022
Q4 | $4.41K | Hold |
76
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 424 |
|
|
2022
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 434 |
|
|
2021
Q1 | $5K | Hold |
76
| – | – | ﹤0.01% | 418 |
|
|
2020
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 384 |
|
|
2020
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 392 |
|
|
2020
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 395 |
|
|
2020
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 371 |
|
|
2019
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 373 |
|
|
2019
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 385 |
|
|
2019
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 396 |
|
|
2019
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 397 |
|
|
2018
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 399 |
|
|
2018
Q3 | $5K | Hold |
76
| – | – | ﹤0.01% | 403 |
|
|
2018
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 398 |
|
|
2018
Q1 | $5K | Hold |
76
| – | – | ﹤0.01% | 323 |
|
|
2017
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 325 |
|
|
2017
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 311 |
|
|
2017
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 152 |
|
|
2017
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 308 |
|
|
2016
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 292 |
|
|
2016
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 277 |
|
|
2016
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 262 |
|
|
2016
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 263 |
|
|
2015
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 276 |
|
|
2015
Q3 | $2K | Sell |
76
-30
| -28% | -$766 | ﹤0.01% | 284 |
|
|
2015
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 301 |
|
|
2015
Q1 | $2K | Hold |
106
| – | – | ﹤0.01% | 297 |
|
|
2014
Q4 | $2K | Buy |
+106
| New | +$2.22K | ﹤0.01% | 294 |
|
Other funds holding BWXT
SCM
AllSquare Wealth Management's BWXT Position: Q3 2025 in Review
AllSquare Wealth Management held its BWX Technologies (BWXT) position steady in Q3 2025 at 76 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #355.
AllSquare Wealth Management first reported a position in BWXT in Q4 2014 and has held it in 44 quarters since. 703 funds tracked by Wall St. Rank hold BWXT as of Q3 2025.
- AllSquare Wealth Management held 76 shares of BWX Technologies worth $14K as of Q3 2025.
- AllSquare Wealth Management left its BWX Technologies share count unchanged in Q3 2025.
- BWX Technologies made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #355 holding.
- AllSquare Wealth Management first reported a position in BWX Technologies in Q4 2014 and has held it in 44 quarters since.
- 703 funds tracked by Wall St. Rank held BWX Technologies as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.