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
2026 Q1	$7.16K	Sell	35 -334	-91%	-$67.8K	﹤0.01%	1673
2025 Q4	$63.8K	Hold	369	–	–	﹤0.01%	1298
2025 Q3	$68K	Sell	369 -1,728	-82%	-$278K	﹤0.01%	1172
2025 Q2	$302K	Sell	2,097 -1,248	-37%	-$146K	﹤0.01%	759
2025 Q1	$330K	Buy	3,345 +63	+2%	+$6.84K	0.01%	683
2024 Q4	$366K	Sell	3,282 -558	-15%	-$68.2K	0.01%	661
2024 Q3	$417K	Buy	3,840 +20	+0.5%	+$1.99K	0.01%	618
2024 Q2	$363K	Buy	3,820 +3,490	+1,058%	+$324K	0.01%	618
2024 Q1	$29.3K	Hold	330	–	–	﹤0.01%	876
2023 Q4	$25.3K	Sell	330 -330	-50%	-$25.4K	﹤0.01%	898
2023 Q3	$49.5K	Buy	660 +330	+100%	+$23.9K	﹤0.01%	887
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%	804
2022 Q3	$17K	Hold	330	–	–	﹤0.01%	800
2022 Q2	$18K	Buy	330 +80	+32%	+$4.16K	﹤0.01%	825
2022 Q1	$13K	Buy	+250	New	+$12.3K	﹤0.01%	943