Clearstead Advisors’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 | $302K | Sell |
2,097
-1,248
| -37% | -$180K | ﹤0.01% | 756 |
|
|
2025
Q1 | $330K | Buy |
3,345
+63
| +2% | +$6.22K | 0.01% | 681 |
|
|
2024
Q4 | $366K | Sell |
3,282
-558
| -15% | -$62.2K | 0.01% | 660 |
|
|
2024
Q3 | $417K | Buy |
3,840
+20
| +0.5% | +$2.17K | 0.01% | 617 |
|
|
2024
Q2 | $363K | Buy |
3,820
+3,490
| +1,058% | +$332K | 0.01% | 618 |
|
|
2024
Q1 | $29.3K | Hold |
330
| – | – | ﹤0.01% | 875 |
|
|
2023
Q4 | $25.3K | Sell |
330
-330
| -50% | -$25.3K | ﹤0.01% | 896 |
|
|
2023
Q3 | $49.5K | Buy |
660
+330
| +100% | +$24.7K | ﹤0.01% | 886 |
|
|
2023
Q2 | $23.6K | Hold |
330
| – | – | ﹤0.01% | 874 |
|
|
2023
Q1 | $20.8K | Hold |
330
| – | – | ﹤0.01% | 849 |
|
|
2022
Q4 | $19.2K | Hold |
330
| – | – | ﹤0.01% | 803 |
|
|
2022
Q3 | $17K | Hold |
330
| – | – | ﹤0.01% | 798 |
|
|
2022
Q2 | $18K | Buy |
330
+80
| +32% | +$4.36K | ﹤0.01% | 823 |
|
|
2022
Q1 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 941 |
|