Clearstead Advisors’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68K | Sell |
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|
2025
Q2 | $302K | Sell |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $366K | Sell |
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|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $29.3K | Hold |
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|
2023
Q4 | $25.3K | Sell |
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|
2023
Q3 | $49.5K | Buy |
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|
2023
Q2 | $23.6K | Hold |
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|
2023
Q1 | $20.8K | Hold |
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|
2022
Q4 | $19.2K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $13K | Buy |
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