LPL Financial’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 | $20.5M | Buy |
100,084
+30,559
| +44% | +$6.21M | 0.01% | 1459 |
|
|
2025
Q4 | $12M | Buy |
69,525
+9,000
| +15% | +$1.69M | ﹤0.01% | 1770 |
|
|
2025
Q3 | $11.2M | Buy |
60,525
+214
| +0.4% | +$34.4K | ﹤0.01% | 1766 |
|
|
2025
Q2 | $8.69M | Buy |
60,311
+12,681
| +27% | +$1.48M | ﹤0.01% | 1854 |
|
|
2025
Q1 | $4.7M | Sell |
47,630
-6,922
| -13% | -$751K | ﹤0.01% | 2200 |
|
|
2024
Q4 | $6.08M | Buy |
54,552
+22,340
| +69% | +$2.73M | ﹤0.01% | 1917 |
|
|
2024
Q3 | $3.5M | Buy |
32,212
+8,916
| +38% | +$886K | ﹤0.01% | 2254 |
|
|
2024
Q2 | $2.21M | Sell |
23,296
-1,155
| -5% | -$107K | ﹤0.01% | 2513 |
|
|
2024
Q1 | $2.51M | Buy |
24,451
+3,358
| +16% | +$300K | ﹤0.01% | 2340 |
|
|
2023
Q4 | $1.62M | Buy |
21,093
+3,920
| +23% | +$301K | ﹤0.01% | 2616 |
|
|
2023
Q3 | $1.29M | Buy |
17,173
+1,301
| +8% | +$94K | ﹤0.01% | 2680 |
|
|
2023
Q2 | $1.14M | Buy |
15,872
+1,386
| +10% | +$90.6K | ﹤0.01% | 2740 |
|
|
2023
Q1 | $913K | Buy |
14,486
+322
| +2% | +$19.4K | ﹤0.01% | 2828 |
|
|
2022
Q4 | $823K | Buy |
14,164
+4,034
| +40% | +$232K | ﹤0.01% | 2793 |
|
|
2022
Q3 | $510K | Buy |
10,130
+1,539
| +18% | +$83.1K | ﹤0.01% | 3138 |
|
|
2022
Q2 | $473K | Buy |
8,591
+17
| +0.2% | +$884 | ﹤0.01% | 3255 |
|
|
2022
Q1 | $462K | Buy |
8,574
+1,256
| +17% | +$61.8K | ﹤0.01% | 3263 |
|
|
2021
Q4 | $350K | Sell |
7,318
-543
| -7% | -$28.4K | ﹤0.01% | 3576 |
|
|
2021
Q3 | $423K | Buy |
7,861
+50
| +0.6% | +$2.82K | ﹤0.01% | 3370 |
|
|
2021
Q2 | $454K | Buy |
7,811
+1,286
| +20% | +$82.7K | ﹤0.01% | 3256 |
|
|
2021
Q1 | $430K | Buy |
6,525
+115
| +2% | +$6.89K | ﹤0.01% | 3156 |
|
|
2020
Q4 | $386K | Buy |
6,410
+2,337
| +57% | +$135K | ﹤0.01% | 2985 |
|
|
2020
Q3 | $229K | Buy |
4,073
+516
| +15% | +$28.9K | ﹤0.01% | 3103 |
|
|
2020
Q2 | $201K | Buy |
+3,557
| New | +$199K | ﹤0.01% | 3127 |
|
|
2020
Q1 | – | Sell |
-4,143
| Closed | -$257K | – | 3239 |
|
|
2019
Q4 | $257K | Buy |
4,143
+524
| +14% | +$31.1K | ﹤0.01% | 2893 |
|
|
2019
Q3 | $207K | Buy |
+3,619
| New | +$202K | ﹤0.01% | 2968 |
|
|
2018
Q4 | – | Sell |
-5,034
| Closed | -$315K | – | 3090 |
|
|
2018
Q3 | $315K | Sell |
5,034
-65
| -1% | -$4.12K | ﹤0.01% | 2648 |
|
|
2018
Q2 | $318K | Buy |
5,099
+1,063
| +26% | +$70.7K | ﹤0.01% | 2596 |
|
|
2018
Q1 | $256K | Buy |
+4,036
| New | +$256K | ﹤0.01% | 2763 |
|
Other funds holding BWXT
VPM
VCM
