LWAM
Legacy Wealth Asset Management’s BWX Technologies BWXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
8,036
-119
| -1% | -$17.1K | 0.29% | 87 |
|
|
2025
Q1 | $804K | Sell |
8,155
-241
| -3% | -$23.8K | 0.22% | 125 |
|
|
2024
Q4 | $935K | Sell |
8,396
-162
| -2% | -$18K | 0.25% | 100 |
|
|
2024
Q3 | $930K | Sell |
8,558
-13
| -0.2% | -$1.41K | 0.25% | 102 |
|
|
2024
Q2 | $814K | Buy |
8,571
+1,527
| +22% | +$145K | 0.23% | 114 |
|
|
2024
Q1 | $723K | Buy |
7,044
+4
| +0.1% | +$410 | 0.2% | 147 |
|
|
2023
Q4 | $540K | Buy |
7,040
+1,084
| +18% | +$83.2K | 0.18% | 204 |
|
|
2023
Q3 | $447K | Buy |
5,956
+371
| +7% | +$27.8K | 0.16% | 226 |
|
|
2023
Q2 | $400K | Buy |
5,585
+138
| +3% | +$9.88K | 0.14% | 253 |
|
|
2023
Q1 | $343K | Buy |
5,447
+879
| +19% | +$55.4K | 0.12% | 276 |
|
|
2022
Q4 | $265K | Sell |
4,568
-8
| -0.2% | -$465 | 0.1% | 298 |
|
|
2022
Q3 | $230K | Sell |
4,576
-1,316
| -22% | -$66.1K | 0.1% | 291 |
|
|
2022
Q2 | $325K | Buy |
5,892
+41
| +0.7% | +$2.26K | 0.13% | 221 |
|
|
2022
Q1 | $315K | Buy |
5,851
+65
| +1% | +$3.5K | 0.11% | 249 |
|
|
2021
Q4 | $277K | Sell |
5,786
-770
| -12% | -$36.9K | 0.09% | 265 |
|
|
2021
Q3 | $353K | Buy |
6,556
+19
| +0.3% | +$1.02K | 0.16% | 221 |
|
|
2021
Q2 | $380K | Sell |
6,537
-1,119
| -15% | -$65K | 0.17% | 220 |
|
|
2021
Q1 | $505K | Sell |
7,656
-29
| -0.4% | -$1.91K | 0.23% | 171 |
|
|
2020
Q4 | $463K | Buy |
+7,685
| New | +$463K | 0.23% | 165 |
|