Heritage Investment Group’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 | $346K | Hold |
2,400
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $237K | Hold |
2,400
| – | – | 0.04% | 99 |
|
|
2024
Q4 | $267K | Hold |
2,400
| – | – | 0.05% | 91 |
|
|
2024
Q3 | $261K | Hold |
2,400
| – | – | 0.05% | 87 |
|
|
2024
Q2 | $228K | Hold |
2,400
| – | – | 0.05% | 89 |
|
|
2024
Q1 | $246K | Buy |
+2,400
| New | +$246K | 0.05% | 90 |
|