Avantax Advisory Services’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 | $985K | Sell |
6,838
-298
| -4% | -$42.9K | 0.01% | 1187 |
|
|
2025
Q1 | $704K | Buy |
7,136
+141
| +2% | +$13.9K | ﹤0.01% | 1302 |
|
|
2024
Q4 | $779K | Sell |
6,995
-62
| -0.9% | -$6.91K | ﹤0.01% | 1171 |
|
|
2024
Q3 | $767K | Sell |
7,057
-409
| -5% | -$44.5K | 0.01% | 1158 |
|
|
2024
Q2 | $709K | Buy |
7,466
+4,730
| +173% | +$449K | 0.01% | 1161 |
|
|
2024
Q1 | $281K | Buy |
+2,736
| New | +$281K | ﹤0.01% | 1334 |
|
|
2022
Q1 | – | Sell |
-4,639
| Closed | -$222K | – | 1287 |
|
|
2021
Q4 | $222K | Sell |
4,639
-2,430
| -34% | -$116K | ﹤0.01% | 1121 |
|
|
2021
Q3 | $382K | Buy |
7,069
+1,375
| +24% | +$74.3K | 0.01% | 819 |
|
|
2021
Q2 | $332K | Buy |
5,694
+1,106
| +24% | +$64.5K | 0.01% | 860 |
|
|
2021
Q1 | $303K | Buy |
4,588
+677
| +17% | +$44.7K | 0.01% | 805 |
|
|
2020
Q4 | $234K | Buy |
+3,911
| New | +$234K | 0.01% | 827 |
|