Integrated Wealth Concepts’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 | – | Sell |
-3,944
| Closed | -$389K | – | 1908 |
|
|
2025
Q1 | $389K | Buy |
3,944
+77
| +2% | +$7.6K | ﹤0.01% | 1267 |
|
|
2024
Q4 | $431K | Sell |
3,867
-383
| -9% | -$42.7K | 0.01% | 1194 |
|
|
2024
Q3 | $462K | Sell |
4,250
-131
| -3% | -$14.2K | 0.01% | 1118 |
|
|
2024
Q2 | $416K | Sell |
4,381
-1,992
| -31% | -$189K | 0.01% | 1138 |
|
|
2024
Q1 | $654K | Buy |
6,373
+560
| +10% | +$57.5K | 0.01% | 931 |
|
|
2023
Q4 | $446K | Sell |
5,813
-152
| -3% | -$11.7K | 0.01% | 1047 |
|
|
2023
Q3 | $447K | Buy |
5,965
+1,069
| +22% | +$80.2K | 0.01% | 1026 |
|
|
2023
Q2 | $350K | Buy |
+4,896
| New | +$350K | 0.01% | 1151 |
|