Carson Wealth (CWM LLC)’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $928K | Buy |
4,538
+1,511
| +50% | +$307K | ﹤0.01% | 1582 |
|
|
2025
Q4 | $523K | Buy |
3,027
+322
| +12% | +$60.4K | ﹤0.01% | 1887 |
|
|
2025
Q3 | $499K | Buy |
2,705
+2
| +0.1% | +$322 | ﹤0.01% | 1802 |
|
|
2025
Q2 | $389K | Buy |
2,703
+163
| +6% | +$19K | ﹤0.01% | 1713 |
|
|
2025
Q1 | $251K | Sell |
2,540
-69
| -3% | -$7.49K | ﹤0.01% | 1780 |
|
|
2024
Q4 | $291K | Buy |
2,609
+4
| +0.2% | +$489 | ﹤0.01% | 1605 |
|
|
2024
Q3 | $283K | Buy |
2,605
+1,252
| +93% | +$124K | ﹤0.01% | 1566 |
|
|
2024
Q2 | $129K | Buy |
1,353
+167
| +14% | +$15.5K | ﹤0.01% | 1821 |
|
|
2024
Q1 | $122K | Buy |
1,186
+258
| +28% | +$23.1K | ﹤0.01% | 1766 |
|
|
2023
Q4 | $71K | Buy |
928
+427
| +85% | +$32.8K | ﹤0.01% | 1964 |
|
|
2023
Q3 | $38K | Buy |
501
+11
| +2% | +$795 | ﹤0.01% | 2238 |
|
|
2023
Q2 | $35K | Buy |
490
+188
| +62% | +$12.3K | ﹤0.01% | 2248 |
|
|
2023
Q1 | $19K | Buy |
302
+4
| +1% | +$241 | ﹤0.01% | 2537 |
|
|
2022
Q4 | $17K | Sell |
298
-27
| -8% | -$1.55K | ﹤0.01% | 2467 |
|
|
2022
Q3 | $16K | Buy |
325
+5
| +2% | +$270 | ﹤0.01% | 2369 |
|
|
2022
Q2 | $18K | Sell |
320
-135
| -30% | -$7.02K | ﹤0.01% | 2178 |
|
|
2022
Q1 | $24K | Buy |
455
+85
| +23% | +$4.18K | ﹤0.01% | 1963 |
|
|
2021
Q4 | $18K | Buy |
+370
| New | +$19.4K | ﹤0.01% | 2041 |
|
|
2021
Q2 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q1 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q4 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q3 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q2 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q1 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2019
Q4 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2019
Q3 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2019
Q2 | $20K | Hold |
350
| – | – | ﹤0.01% | 1786 |
|
|
2019
Q1 | $20K | Buy |
350
+155
| +79% | +$7.33K | ﹤0.01% | 1786 |
|
|
2018
Q4 | $7K | Sell |
195
-10
| -5% | -$497 | ﹤0.01% | 1432 |
|
|
2018
Q3 | $13K | Hold |
205
| – | – | ﹤0.01% | 1074 |
|
|
2018
Q2 | $13K | Buy |
205
+15
| +8% | +$998 | ﹤0.01% | 923 |
|
|
2018
Q1 | $12K | Sell |
190
-170
| -47% | -$10.8K | ﹤0.01% | 807 |
|
|
2017
Q4 | $22K | Buy |
360
+39
| +12% | +$2.35K | ﹤0.01% | 679 |
|
|
2017
Q3 | $18K | Buy |
321
+151
| +89% | +$8.01K | ﹤0.01% | 724 |
|
|
2017
Q2 | $8K | Hold |
170
| – | – | ﹤0.01% | 807 |
|
|
2017
Q1 | $8K | Hold |
170
| – | – | ﹤0.01% | 790 |
|
|
2016
Q4 | $7K | Hold |
170
| – | – | ﹤0.01% | 784 |
|
|
2016
Q3 | $7K | Buy |
+170
| New | +$6.42K | ﹤0.01% | 763 |
|
Other funds holding BWXT
VPM
VCM
