Chicago Partners Investment Group’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	$273K	Buy	1,244 +84	+7%	+$17.1K	0.01%	1195
2025 Q4	$241K	Buy	1,160 +113	+11%	+$21.2K	0.01%	1152
2025 Q3	$217K	Buy	+1,047	New	+$168K	0.01%	1129
2018 Q2	–	Sell	-39	Closed	-$2K	–	953
2018 Q1	$2K	Hold	39	–	–	﹤0.01%	893
2017 Q4	$2K	Hold	39	–	–	﹤0.01%	852
2017 Q3	$2K	Buy	+39	New	+$2.07K	﹤0.01%	925
2017 Q2	–	Sell	-39	Closed	-$2K	–	656
2017 Q1	$2K	Hold	39	–	–	﹤0.01%	524
2016 Q4	$2K	Hold	39	–	–	﹤0.01%	502
2016 Q3	$1K	Hold	39	–	–	﹤0.01%	483
2016 Q2	$1K	Hold	39	–	–	﹤0.01%	432
2016 Q1	$1K	Hold	39	–	–	﹤0.01%	421
2015 Q4	$1K	Hold	39	–	–	﹤0.01%	481
2015 Q3	$1K	Sell	39 -16	-29%	-$408	﹤0.01%	427
2015 Q2	$1K	Sell	55 -2	-4%	-$47	﹤0.01%	433
2015 Q1	$1K	Buy	57 +2	+4%	+$42	﹤0.01%	472
2014 Q4	$1K	Buy	+55	New	+$1.15K	﹤0.01%	511