Geneos Wealth Management’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 | $222K | Sell |
1,538
-994
| -39% | -$143K | 0.01% | 955 |
|
|
2025
Q1 | $329K | Buy |
2,532
+1,397
| +123% | +$181K | ﹤0.01% | 1053 |
|
|
2024
Q4 | $126K | Buy |
1,135
+26
| +2% | +$2.9K | ﹤0.01% | 989 |
|
|
2024
Q3 | $121K | Buy |
1,109
+209
| +23% | +$22.7K | ﹤0.01% | 909 |
|
|
2024
Q2 | $85.5K | Buy |
900
+887
| +6,823% | +$84.3K | ﹤0.01% | 912 |
|
|
2024
Q1 | $1.33K | Buy |
+13
| New | +$1.33K | ﹤0.01% | 1966 |
|
|
2020
Q4 | – | Sell |
-120
| Closed | -$6K | – | 2899 |
|
|
2020
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 2106 |
|
|
2020
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 2070 |
|
|
2020
Q1 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 2014 |
|
|
2019
Q2 | – | Sell |
-56
| Closed | -$2K | – | 2494 |
|
|
2019
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 2219 |
|
|
2018
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 2176 |
|