EverSource Wealth 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	$97.4K	Buy	476 +362	+318%	+$73.5K	﹤0.01%	1442
2025 Q4	$19.7K	Sell	114 -22	-16%	-$4.13K	﹤0.01%	2391
2025 Q3	$25.1K	Buy	136 +17	+14%	+$2.73K	﹤0.01%	2190
2025 Q2	$17.2K	Buy	119 +95	+396%	+$11.1K	﹤0.01%	2418
2025 Q1	$2.38K	Sell	24 -12	-33%	-$1.3K	﹤0.01%	2848
2024 Q4	$4.02K	Buy	36 +15	+71%	+$1.83K	﹤0.01%	2444
2024 Q3	$2.29K	Buy	21 +2	+11%	+$199	﹤0.01%	2505
2024 Q2	$1.9K	Sell	19 -37	-66%	-$3.43K	﹤0.01%	2567
2024 Q1	$5.37K	Sell	56 -156	-74%	-$14K	﹤0.01%	2021
2023 Q4	$16.3K	Buy	212 +204	+2,550%	+$15.7K	﹤0.01%	1335
2023 Q3	$602	Hold	8	–	–	﹤0.01%	2340
2023 Q2	$573	Buy	+8	New	+$523	﹤0.01%	2323