Oak Family Advisors’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 | $6.88M | Sell |
47,752
-6,244
| -12% | -$900K | 2.17% | 13 |
|
|
2025
Q1 | $5.33M | Sell |
53,996
-31
| -0.1% | -$3.06K | 1.79% | 16 |
|
|
2024
Q4 | $6.02M | Sell |
54,027
-12,146
| -18% | -$1.35M | 2.18% | 14 |
|
|
2024
Q3 | $7.19M | Buy |
66,173
+396
| +0.6% | +$43K | 2.21% | 8 |
|
|
2024
Q2 | $6.25M | Buy |
65,777
+17,090
| +35% | +$1.62M | 2.14% | 12 |
|
|
2024
Q1 | $5M | Sell |
48,687
-22,291
| -31% | -$2.29M | 1.92% | 16 |
|
|
2023
Q4 | $5.45M | Sell |
70,978
-718
| -1% | -$55.1K | 2.29% | 15 |
|
|
2023
Q3 | $5.38M | Buy |
71,696
+4,452
| +7% | +$334K | 2.54% | 13 |
|
|
2023
Q2 | $4.81M | Buy |
67,244
+500
| +0.7% | +$35.8K | 2.28% | 16 |
|
|
2023
Q1 | $4.21M | Buy |
66,744
+2,862
| +4% | +$180K | 2.07% | 18 |
|
|
2022
Q4 | $3.71M | Buy |
63,882
+1,680
| +3% | +$97.6K | 1.99% | 17 |
|
|
2022
Q3 | $3.13M | Buy |
62,202
+54,983
| +762% | +$2.77M | 1.67% | 15 |
|
|
2022
Q2 | $398K | Buy |
+7,219
| New | +$398K | 0.2% | 77 |
|