Independent Advisor Alliance’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	$5.97M	Buy	29,181 +1,725	+6%	+$350K	0.06%	275
2025 Q4	$4.75M	Buy	27,456 +193	+0.7%	+$36.2K	0.12%	139
2025 Q3	$5.03M	Sell	27,263 -264	-1%	-$42.5K	0.13%	132
2025 Q2	$3.97M	Sell	27,527 -653	-2%	-$76.3K	0.11%	152
2025 Q1	$2.78M	Buy	28,180 +3	+0%	+$326	0.09%	206
2024 Q4	$3.14M	Buy	28,177 +676	+2%	+$82.6K	0.04%	390
2024 Q3	$2.99M	Sell	27,501 -514	-2%	-$51.1K	0.11%	165
2024 Q2	$2.66M	Buy	28,015 +655	+2%	+$60.7K	0.09%	182
2024 Q1	$2.81M	Sell	27,360 -7,310	-21%	-$654K	0.1%	174
2023 Q4	$2.66M	Buy	34,670 +595	+2%	+$45.7K	0.1%	172
2023 Q3	$2.55M	Sell	34,075 -146	-0.4%	-$10.6K	0.12%	170
2023 Q2	$2.45M	Buy	34,221 +962	+3%	+$62.9K	0.11%	170
2023 Q1	$2.1M	Buy	33,259 +662	+2%	+$39.9K	0.1%	182
2022 Q4	$1.89K	Buy	32,597 +27,731	+570%	+$1.59M	﹤0.01%	258
2022 Q3	$245K	Buy	+4,866	New	+$263K	0.01%	535