Monetary Management Group’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 | $346K | Buy |
2,400
+100
| +4% | +$14.4K | 0.09% | 165 |
|
|
2025
Q1 | $227K | Buy |
+2,300
| New | +$227K | 0.06% | 191 |
|
|
2024
Q1 | – | Sell |
-1,400
| Closed | -$107K | – | 324 |
|
|
2023
Q4 | $107K | Hold |
1,400
| – | – | 0.03% | 219 |
|
|
2023
Q3 | $105K | Hold |
1,400
| – | – | 0.04% | 217 |
|
|
2023
Q2 | $100K | Buy |
+1,400
| New | +$100K | 0.03% | 222 |
|
|
2022
Q1 | – | Sell |
-750
| Closed | -$36K | – | 348 |
|
|
2021
Q4 | $36K | Hold |
750
| – | – | 0.01% | 292 |
|
|
2021
Q3 | $40K | Hold |
750
| – | – | 0.01% | 270 |
|
|
2021
Q2 | $44K | Hold |
750
| – | – | 0.01% | 256 |
|
|
2021
Q1 | $49K | Sell |
750
-3,400
| -82% | -$222K | 0.02% | 243 |
|
|
2020
Q4 | $250K | Hold |
4,150
| – | – | 0.08% | 154 |
|
|
2020
Q3 | $234K | Buy |
4,150
+1,000
| +32% | +$56.4K | 0.08% | 141 |
|
|
2020
Q2 | $178K | Buy |
3,150
+2,400
| +320% | +$136K | 0.07% | 151 |
|
|
2020
Q1 | $37K | Sell |
750
-5,600
| -88% | -$276K | 0.02% | 209 |
|
|
2019
Q4 | $394K | Hold |
6,350
| – | – | 0.14% | 129 |
|
|
2019
Q3 | $363K | Buy |
6,350
+300
| +5% | +$17.2K | 0.14% | 132 |
|
|
2019
Q2 | $315K | Hold |
6,050
| – | – | 0.12% | 138 |
|
|
2019
Q1 | $300K | Buy |
6,050
+5,550
| +1,110% | +$275K | 0.12% | 136 |
|
|
2018
Q4 | $19K | Buy |
500
+200
| +67% | +$7.6K | 0.01% | 261 |
|
|
2018
Q3 | $19K | Hold |
300
| – | – | 0.01% | 278 |
|
|
2018
Q2 | $19K | Hold |
300
| – | – | 0.01% | 282 |
|
|
2018
Q1 | $19K | Hold |
300
| – | – | 0.01% | 282 |
|
|
2017
Q4 | $18K | Hold |
300
| – | – | 0.01% | 276 |
|
|
2017
Q3 | $17K | Hold |
300
| – | – | 0.01% | 272 |
|
|
2017
Q2 | $15K | Hold |
300
| – | – | 0.01% | 279 |
|
|
2017
Q1 | $14K | Hold |
300
| – | – | 0.01% | 278 |
|
|
2016
Q4 | $12K | Sell |
300
-700
| -70% | -$28K | 0.01% | 289 |
|
|
2016
Q3 | $38K | Hold |
1,000
| – | – | 0.02% | 238 |
|
|
2016
Q2 | $36K | Buy |
1,000
+500
| +100% | +$18K | 0.02% | 249 |
|
|
2016
Q1 | $17K | Buy |
+500
| New | +$17K | 0.01% | 277 |
|