Creative Planning’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
Q2 | $1.63M | Buy |
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|
2025
Q1 | $746K | Sell |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $747K | Sell |
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|
2024
Q2 | $696K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $283K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $284K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $300K | Buy |
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|
2017
Q4 | $215K | Sell |
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|
2017
Q3 | $200K | Sell |
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|
2017
Q2 | $197K | Buy |
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|
2017
Q1 | $160K | Buy |
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|
2016
Q4 | $58K | Sell |
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|
2016
Q3 | $62K | Buy |
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|
2016
Q2 | $36K | Buy |
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|
2016
Q1 | $10K | Sell |
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|
2015
Q4 | $86K | Buy |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $11K | Sell |
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|
2014
Q4 | $32K | Buy |
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|
2014
Q3 | $13K | Sell |
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|
2014
Q2 | $25K | Buy |
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|
2014
Q1 | $21K | Sell |
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|
2013
Q4 | $25K | Buy |
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|
2013
Q3 | $24K | Buy |
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|
2013
Q2 | $10K | Buy |
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