CWM
Compass Wealth Management’s BWX Technologies BWXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
35,450
+4,015
| +13% | +$578K | 1.22% | 28 |
|
|
2025
Q1 | $3.1M | Buy |
31,435
+3,830
| +14% | +$378K | 0.79% | 51 |
|
|
2024
Q4 | $3.07M | Sell |
27,605
-4,185
| -13% | -$466K | 0.74% | 51 |
|
|
2024
Q3 | $3.46M | Buy |
+31,790
| New | +$3.46M | 0.81% | 47 |
|