Morse Asset Management’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 | $335K | Sell |
2,325
-50
| -2% | -$7.2K | 0.07% | 134 |
|
|
2025
Q1 | $234K | Sell |
2,375
-100
| -4% | -$9.87K | 0.06% | 138 |
|
|
2024
Q4 | $276K | Buy |
2,475
+1,625
| +191% | +$181K | 0.06% | 140 |
|
|
2024
Q3 | $92.4K | Buy |
+850
| New | +$92.4K | 0.02% | 203 |
|
|
2021
Q2 | – | Sell |
-8,000
| Closed | -$528K | – | 159 |
|
|
2021
Q1 | $528K | Sell |
8,000
-3,400
| -30% | -$224K | 0.14% | 114 |
|
|
2020
Q4 | $687K | Buy |
+11,400
| New | +$687K | 0.19% | 92 |
|