Iams 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
$797K Sell
5,535
-508
-8% -$73.2K 0.37% 79
2025
Q1
$596K Buy
6,043
+1,580
+35% +$156K 0.27% 102
2024
Q4
$497K Buy
4,463
+792
+22% +$88.2K 0.23% 109
2024
Q3
$399K Buy
+3,671
New +$399K 0.2% 110