Carson Wealth (CWM LLC)’s BWX Technologies BWXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
2,703
+163
| +6% | +$23.5K | ﹤0.01% | 1711 |
|
|
2025
Q1 | $251K | Sell |
2,540
-69
| -3% | -$6.82K | ﹤0.01% | 1778 |
|
|
2024
Q4 | $291K | Buy |
2,609
+4
| +0.2% | +$446 | ﹤0.01% | 1603 |
|
|
2024
Q3 | $283K | Buy |
2,605
+1,252
| +93% | +$136K | ﹤0.01% | 1565 |
|
|
2024
Q2 | $129K | Buy |
1,353
+167
| +14% | +$15.9K | ﹤0.01% | 1819 |
|
|
2024
Q1 | $122K | Buy |
1,186
+258
| +28% | +$26.5K | ﹤0.01% | 1764 |
|
|
2023
Q4 | $71K | Buy |
928
+427
| +85% | +$32.7K | ﹤0.01% | 1962 |
|
|
2023
Q3 | $38K | Buy |
501
+11
| +2% | +$834 | ﹤0.01% | 2237 |
|
|
2023
Q2 | $35K | Buy |
490
+188
| +62% | +$13.4K | ﹤0.01% | 2245 |
|
|
2023
Q1 | $19K | Buy |
302
+4
| +1% | +$252 | ﹤0.01% | 2535 |
|
|
2022
Q4 | $17K | Sell |
298
-27
| -8% | -$1.54K | ﹤0.01% | 2465 |
|
|
2022
Q3 | $16K | Buy |
325
+5
| +2% | +$246 | ﹤0.01% | 2366 |
|
|
2022
Q2 | $18K | Sell |
320
-135
| -30% | -$7.59K | ﹤0.01% | 2175 |
|
|
2022
Q1 | $24K | Buy |
455
+85
| +23% | +$4.48K | ﹤0.01% | 1960 |
|
|
2021
Q4 | $18K | Buy |
+370
| New | +$18K | ﹤0.01% | 2037 |
|
|
2021
Q2 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2021
Q1 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q4 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q3 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q2 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q1 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q4 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q3 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q2 | $20K | Hold |
350
| – | – | ﹤0.01% | 1782 |
|
|
2019
Q1 | $20K | Buy |
350
+155
| +79% | +$8.86K | ﹤0.01% | 1782 |
|
|
2018
Q4 | $7K | Sell |
195
-10
| -5% | -$359 | ﹤0.01% | 1426 |
|
|
2018
Q3 | $13K | Hold |
205
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q2 | $13K | Buy |
205
+15
| +8% | +$951 | ﹤0.01% | 919 |
|
|
2018
Q1 | $12K | Sell |
190
-170
| -47% | -$10.7K | ﹤0.01% | 806 |
|
|
2017
Q4 | $22K | Buy |
360
+39
| +12% | +$2.38K | ﹤0.01% | 678 |
|
|
2017
Q3 | $18K | Buy |
321
+151
| +89% | +$8.47K | ﹤0.01% | 723 |
|
|
2017
Q2 | $8K | Hold |
170
| – | – | ﹤0.01% | 806 |
|
|
2017
Q1 | $8K | Hold |
170
| – | – | ﹤0.01% | 789 |
|
|
2016
Q4 | $7K | Hold |
170
| – | – | ﹤0.01% | 783 |
|
|
2016
Q3 | $7K | Buy |
+170
| New | +$7K | ﹤0.01% | 762 |
|