Cornerstone Planning Group’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	$9.71K	Buy	48 +21	+78%	+$4.26K	﹤0.01%	899
2025 Q4	$5.86K	Sell	27 -3	-10%	-$563	﹤0.01%	941
2025 Q3	$6.43K	Buy	30 +8	+36%	+$1.29K	﹤0.01%	883
2025 Q2	$4.01K	Sell	22 -109	-83%	-$12.7K	﹤0.01%	779
2025 Q1	$13.7K	Buy	131 +55	+72%	+$5.97K	﹤0.01%	489
2024 Q4	$8.46K	Hold	76	–	–	﹤0.01%	464
2024 Q3	$9.51K	Hold	76	–	–	﹤0.01%	424
2024 Q2	$6.98K	Hold	76	–	–	﹤0.01%	508
2024 Q1	$7.34K	Buy	76 +1	+1%	+$89	﹤0.01%	459
2023 Q4	$5.77K	Hold	75	–	–	﹤0.01%	509
2023 Q3	$5.62K	Sell	75 -96	-56%	-$6.94K	﹤0.01%	511
2023 Q2	$12.2K	Buy	+171	New	+$11.2K	﹤0.01%	574
2022 Q4	$9.48K	Buy	+170	New	+$9.76K	﹤0.01%	668