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BWL
Bogart Wealth LLC’s
BWX Technologies
BWXT
Stock Holding History
Bogart Wealth LLC’s Portfolio
BWXT Stock Details
BWXT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$16.4K
Buy
80
+13
+19%
+$2.64K
﹤0.01%
774
2025
Q4
$11.6K
Sell
67
-12
-15%
-$2.25K
﹤0.01%
834
2025
Q3
$14.6K
Buy
79
+3
+4%
+$483
﹤0.01%
748
2025
Q2
$11K
Buy
76
+5
+7%
+$584
﹤0.01%
779
2025
Q1
$7.01K
Hold
71
–
–
﹤0.01%
840
2024
Q4
$7.92K
Hold
71
–
–
﹤0.01%
785
2024
Q3
$7.72K
Buy
71
+4
+6%
+$397
﹤0.01%
745
2024
Q2
$6.37K
Buy
67
+8
+14%
+$742
﹤0.01%
741
2024
Q1
$6.05K
Hold
59
–
–
﹤0.01%
730
2023
Q4
$4.53K
Hold
59
–
–
﹤0.01%
771
2023
Q3
$4.42K
Hold
59
–
–
﹤0.01%
739
2023
Q2
$4.22K
Hold
59
–
–
﹤0.01%
750
2023
Q1
$3.72K
Buy
+59
New
+$3.56K
﹤0.01%
783
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
Alkeon Capital Management
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$22.1B AUM
51.63%
1-Year Est. Return
VanEck Associates
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$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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