Orion Portfolio Solutions’s BWX Technologies BWXT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.47M Buy
25,034
+1,275
+5% +$126K 0.02% 605
2024
Q4
$2.65M Sell
23,759
-564
-2% -$62.8K 0.03% 561
2024
Q3
$2.64M Sell
24,323
-37
-0.2% -$4.02K 0.03% 550
2024
Q2
$2.31M Sell
24,360
-6,006
-20% -$571K 0.02% 587
2024
Q1
$3.12M Buy
30,366
+869
+3% +$89.2K 0.03% 460
2023
Q4
$2.27M Sell
29,497
-4,154
-12% -$319K 0.03% 568
2023
Q3
$2.52M Sell
33,651
-4,612
-12% -$346K 0.03% 514
2023
Q2
$2.74M Buy
38,263
+5,566
+17% +$398K 0.03% 514
2023
Q1
$2.06M Buy
+32,697
New +$2.06M 0.03% 583
2020
Q3
Sell
-146
Closed -$8K 653
2020
Q2
$8K Buy
146
+18
+14% +$986 ﹤0.01% 1276
2020
Q1
$6K Buy
128
+5
+4% +$234 ﹤0.01% 1220
2019
Q4
$8K Buy
+123
New +$8K ﹤0.01% 1071