Personal CFO 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
Q2
$346K Sell
2,404
-418
-15% -$60.2K 0.06% 293
2025
Q1
$278K Sell
2,822
-222
-7% -$21.9K 0.06% 335
2024
Q4
$339K Sell
3,044
-152
-5% -$16.9K 0.07% 284
2024
Q3
$347K Sell
3,196
-34
-1% -$3.7K 0.05% 358
2024
Q2
$307K Sell
3,230
-799
-20% -$75.9K 0.05% 375
2024
Q1
$414K Sell
4,029
-854
-17% -$87.7K 0.06% 304
2023
Q4
$375K Buy
4,883
+90
+2% +$6.91K 0.06% 312
2023
Q3
$359K Sell
4,793
-159
-3% -$11.9K 0.07% 280
2023
Q2
$354K Buy
4,952
+78
+2% +$5.58K 0.07% 291
2023
Q1
$307K Sell
4,874
-18
-0.4% -$1.14K 0.06% 304
2022
Q4
$284K Buy
4,892
+269
+6% +$15.6K 0.06% 312
2022
Q3
$233K Sell
4,623
-72
-2% -$3.63K 0.06% 320
2022
Q2
$259K Sell
4,695
-20
-0.4% -$1.1K 0.06% 304
2022
Q1
$254K Buy
4,715
+488
+12% +$26.3K 0.05% 378
2021
Q4
$202K Sell
4,227
-405
-9% -$19.4K 0.04% 448
2021
Q3
$250K Buy
4,632
+149
+3% +$8.04K 0.05% 358
2021
Q2
$261K Buy
4,483
+37
+0.8% +$2.15K 0.05% 330
2021
Q1
$293K Buy
4,446
+253
+6% +$16.7K 0.06% 262
2020
Q4
$253K Buy
4,193
+99
+2% +$5.97K 0.06% 286
2020
Q3
$0 Sell
4,094
-5
-0.1% ﹤0.01% 164
2020
Q2
$232K Buy
+4,099
New +$232K 0.07% 254
2020
Q1
Sell
-3,518
Closed -$218K 292
2019
Q4
$218K Buy
+3,518
New +$218K 0.06% 300