IFP 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 | $483K | Sell |
2,363
-102
| -4% | -$20.7K | 0.01% | 973 |
|
|
2025
Q4 | $426K | Sell |
2,465
-82
| -3% | -$15.4K | 0.01% | 998 |
|
|
2025
Q3 | $470K | Buy |
2,547
+398
| +19% | +$64K | 0.01% | 883 |
|
|
2025
Q2 | $377K | Sell |
2,149
-1,143
| -35% | -$134K | 0.01% | 952 |
|
|
2025
Q1 | $325K | Sell |
3,292
-47
| -1% | -$5.1K | 0.01% | 949 |
|
|
2024
Q4 | $374K | Buy |
3,339
+83
| +3% | +$10.1K | 0.01% | 854 |
|
|
2024
Q3 | $354K | Sell |
3,256
-270
| -8% | -$26.8K | 0.01% | 827 |
|
|
2024
Q2 | $335K | Sell |
3,526
-127
| -3% | -$11.8K | 0.01% | 796 |
|
|
2024
Q1 | $375K | Sell |
3,653
-24
| -0.7% | -$2.15K | 0.02% | 710 |
|
|
2023
Q4 | $282K | Sell |
3,677
-62
| -2% | -$4.77K | 0.01% | 797 |
|
|
2023
Q3 | $280K | Sell |
3,739
-75
| -2% | -$5.42K | 0.01% | 813 |
|
|
2023
Q2 | $273K | Buy |
3,814
+1,200
| +46% | +$78.4K | 0.01% | 873 |
|
|
2023
Q1 | $176K | Buy |
2,614
+2,198
| +528% | +$132K | 0.01% | 997 |
|
|
2022
Q4 | $29K | Sell |
416
-62
| -13% | -$3.56K | ﹤0.01% | 2612 |
|
|
2022
Q3 | $35K | Buy |
478
+9
| +2% | +$486 | ﹤0.01% | 2644 |
|
|
2022
Q2 | $35K | Hold |
469
| – | – | ﹤0.01% | 2410 |
|
|
2022
Q1 | $35K | Buy |
469
+367
| +360% | +$18.1K | ﹤0.01% | 2410 |
|
|
2021
Q4 | $5K | Sell |
102
-11
| -10% | -$576 | ﹤0.01% | 2467 |
|
|
2021
Q3 | $6K | Buy |
113
+11
| +11% | +$620 | ﹤0.01% | 2467 |
|
|
2021
Q2 | $6K | Sell |
102
-500
| -83% | -$32.2K | ﹤0.01% | 2385 |
|
|
2021
Q1 | $40K | Hold |
602
| – | – | ﹤0.01% | 1551 |
|
|
2020
Q4 | $36K | Hold |
602
| – | – | ﹤0.01% | 1561 |
|
|
2020
Q3 | $34K | Hold |
602
| – | – | ﹤0.01% | 1420 |
|
|
2020
Q2 | $34K | Hold |
602
| – | – | ﹤0.01% | 1367 |
|
|
2020
Q1 | $29K | Hold |
602
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q4 | $37K | Hold |
602
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q3 | $35K | Buy |
+602
| New | +$33.6K | ﹤0.01% | 1515 |
|
|
2019
Q1 | $4K | Sell |
83
-509
| -86% | -$24.1K | ﹤0.01% | 1915 |
|
|
2018
Q4 | $22K | Buy |
592
+89
| +18% | +$4.42K | ﹤0.01% | 2067 |
|
|
2018
Q3 | $31K | Hold |
503
| – | – | ﹤0.01% | 2175 |
|
|
2018
Q2 | $31K | Sell |
503
-3
| -0.6% | -$200 | ﹤0.01% | 2194 |
|
|
2018
Q1 | $31K | Hold |
506
| – | – | ﹤0.01% | 2092 |
|
|
2017
Q4 | $31K | Sell |
506
-225
| -31% | -$13.6K | ﹤0.01% | 2117 |
|
|
2017
Q3 | $41K | Sell |
731
-69
| -9% | -$3.66K | ﹤0.01% | 2106 |
|
|
2017
Q2 | $39K | Buy |
800
+182
| +29% | +$8.82K | ﹤0.01% | 2129 |
|
|
2017
Q1 | $29K | Hold |
618
| – | – | ﹤0.01% | 2253 |
|
|
2016
Q4 | $25K | Buy |
618
+234
| +61% | +$9.1K | ﹤0.01% | 2299 |
|
|
2016
Q3 | $15K | Hold |
384
| – | – | ﹤0.01% | 2576 |
|
|
2016
Q2 | $14K | Buy |
384
+301
| +363% | +$10.3K | ﹤0.01% | 2571 |
|
|
2016
Q1 | $4K | Sell |
83
-167
| -67% | -$5.16K | ﹤0.01% | 1915 |
|
|
2015
Q4 | $8K | Buy |
+250
| New | +$7.37K | ﹤0.01% | 2681 |
|
Other funds holding BWXT
VPM
VCM
