Concurrent Investment 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 | $998K | Buy |
6,925
+544
| +9% | +$78.4K | 0.02% | 592 |
|
|
2025
Q1 | $630K | Buy |
6,381
+1,088
| +21% | +$107K | 0.02% | 673 |
|
|
2024
Q4 | $590K | Buy |
5,293
+364
| +7% | +$40.5K | 0.02% | 622 |
|
|
2024
Q3 | $536K | Buy |
4,929
+1,810
| +58% | +$197K | 0.02% | 595 |
|
|
2024
Q2 | $296K | Buy |
3,119
+483
| +18% | +$45.9K | 0.01% | 730 |
|
|
2024
Q1 | $271K | Buy |
+2,636
| New | +$271K | 0.01% | 696 |
|