Oak Family Advisors’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	$4.38M	Sell	21,405 -2,330	-10%	-$473K	1.35%	33
2025 Q4	$4.1M	Sell	23,735 -1,658	-7%	-$311K	1.26%	32
2025 Q3	$4.68M	Sell	25,393 -22,359	-47%	-$3.6M	1.52%	28
2025 Q2	$6.88M	Sell	47,752 -6,244	-12%	-$730K	2.49%	15
2025 Q1	$5.33M	Sell	53,996 -31	-0.1%	-$3.36K	2.21%	18
2024 Q4	$6.02M	Sell	54,027 -12,146	-18%	-$1.48M	2.35%	15
2024 Q3	$7.19M	Buy	66,173 +396	+0.6%	+$39.3K	2.6%	9
2024 Q2	$6.25M	Buy	65,777 +17,090	+35%	+$1.58M	2.38%	13
2024 Q1	$5M	Sell	48,687 -22,291	-31%	-$1.99M	1.92%	16
2023 Q4	$5.45M	Sell	70,978 -718	-1%	-$55.2K	2.29%	15
2023 Q3	$5.38M	Buy	71,696 +4,452	+7%	+$322K	2.54%	13
2023 Q2	$4.81M	Buy	67,244 +500	+0.7%	+$32.7K	2.28%	16
2023 Q1	$4.21M	Buy	66,744 +2,862	+4%	+$172K	2.07%	18
2022 Q4	$3.71M	Buy	63,882 +1,680	+3%	+$96.5K	1.99%	17
2022 Q3	$3.13M	Buy	62,202 +54,983	+762%	+$2.97M	2.03%	16
2022 Q2	$398K	Buy	+7,219	New	+$375K	0.23%	79