OneDigital Investment 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 | $8.84M | Sell |
61,367
-1,210
| -2% | -$174K | 0.1% | 172 |
|
|
2025
Q1 | $6.17M | Buy |
62,577
+8,432
| +16% | +$832K | 0.07% | 199 |
|
|
2024
Q4 | $6.03M | Sell |
54,145
-227
| -0.4% | -$25.3K | 0.07% | 210 |
|
|
2024
Q3 | $5.91M | Sell |
54,372
-3,716
| -6% | -$404K | 0.07% | 220 |
|
|
2024
Q2 | $5.52M | Buy |
58,088
+4,515
| +8% | +$429K | 0.07% | 217 |
|
|
2024
Q1 | $5.5M | Buy |
+53,573
| New | +$5.5M | 0.09% | 187 |
|