IFP Advisors’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 | $377K | Sell |
2,149
-1,143
| -35% | -$200K | 0.01% | 952 |
|
|
2025
Q1 | $325K | Sell |
3,292
-47
| -1% | -$4.64K | 0.01% | 949 |
|
|
2024
Q4 | $374K | Buy |
3,339
+83
| +3% | +$9.3K | 0.01% | 854 |
|
|
2024
Q3 | $354K | Sell |
3,256
-270
| -8% | -$29.4K | 0.01% | 827 |
|
|
2024
Q2 | $335K | Sell |
3,526
-127
| -3% | -$12.1K | 0.01% | 796 |
|
|
2024
Q1 | $375K | Sell |
3,653
-24
| -0.7% | -$2.46K | 0.02% | 710 |
|
|
2023
Q4 | $282K | Sell |
3,677
-62
| -2% | -$4.76K | 0.01% | 797 |
|
|
2023
Q3 | $280K | Sell |
3,739
-75
| -2% | -$5.62K | 0.01% | 813 |
|
|
2023
Q2 | $273K | Buy |
3,814
+1,200
| +46% | +$85.9K | 0.01% | 873 |
|
|
2023
Q1 | $176K | Buy |
2,614
+2,198
| +528% | +$148K | 0.01% | 997 |
|
|
2022
Q4 | $29K | Sell |
416
-62
| -13% | -$4.32K | ﹤0.01% | 2612 |
|
|
2022
Q3 | $35K | Buy |
478
+9
| +2% | +$659 | ﹤0.01% | 2645 |
|
|
2022
Q2 | $35K | Hold |
469
| – | – | ﹤0.01% | 2411 |
|
|
2022
Q1 | $35K | Buy |
469
+367
| +360% | +$27.4K | ﹤0.01% | 2411 |
|
|
2021
Q4 | $5K | Sell |
102
-11
| -10% | -$539 | ﹤0.01% | 2423 |
|
|
2021
Q3 | $6K | Buy |
113
+11
| +11% | +$584 | ﹤0.01% | 2408 |
|
|
2021
Q2 | $6K | Sell |
102
-500
| -83% | -$29.4K | ﹤0.01% | 2373 |
|
|
2021
Q1 | $40K | Hold |
602
| – | – | ﹤0.01% | 1547 |
|
|
2020
Q4 | $36K | Hold |
602
| – | – | ﹤0.01% | 1561 |
|
|
2020
Q3 | $34K | Hold |
602
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q2 | $34K | Hold |
602
| – | – | ﹤0.01% | 1365 |
|
|
2020
Q1 | $29K | Hold |
602
| – | – | ﹤0.01% | 1336 |
|
|
2019
Q4 | $37K | Hold |
602
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q3 | $35K | Buy |
+602
| New | +$35K | ﹤0.01% | 1515 |
|
|
2019
Q1 | $4K | Sell |
83
-509
| -86% | -$24.5K | ﹤0.01% | 1915 |
|
|
2018
Q4 | $22K | Buy |
592
+89
| +18% | +$3.31K | ﹤0.01% | 2043 |
|
|
2018
Q3 | $31K | Hold |
503
| – | – | ﹤0.01% | 2158 |
|
|
2018
Q2 | $31K | Sell |
503
-3
| -0.6% | -$185 | ﹤0.01% | 2171 |
|
|
2018
Q1 | $31K | Hold |
506
| – | – | ﹤0.01% | 2092 |
|
|
2017
Q4 | $31K | Sell |
506
-225
| -31% | -$13.8K | ﹤0.01% | 2087 |
|
|
2017
Q3 | $41K | Sell |
731
-69
| -9% | -$3.87K | ﹤0.01% | 2090 |
|
|
2017
Q2 | $39K | Buy |
800
+182
| +29% | +$8.87K | ﹤0.01% | 2113 |
|
|
2017
Q1 | $29K | Hold |
618
| – | – | ﹤0.01% | 2231 |
|
|
2016
Q4 | $25K | Buy |
618
+234
| +61% | +$9.47K | ﹤0.01% | 2284 |
|
|
2016
Q3 | $15K | Hold |
384
| – | – | ﹤0.01% | 2560 |
|
|
2016
Q2 | $14K | Buy |
384
+301
| +363% | +$11K | ﹤0.01% | 2559 |
|
|
2016
Q1 | $4K | Sell |
83
-167
| -67% | -$8.05K | ﹤0.01% | 1915 |
|
|
2015
Q4 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 2666 |
|