Personal CFO Solutions’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,404
| Closed | -$346K | – | 497 |
|
|
2025
Q2 | $346K | Sell |
2,404
-418
| -15% | -$48.8K | 0.06% | 293 |
|
|
2025
Q1 | $278K | Sell |
2,822
-222
| -7% | -$24.1K | 0.06% | 335 |
|
|
2024
Q4 | $339K | Sell |
3,044
-152
| -5% | -$18.6K | 0.07% | 284 |
|
|
2024
Q3 | $347K | Sell |
3,196
-34
| -1% | -$3.38K | 0.05% | 358 |
|
|
2024
Q2 | $307K | Sell |
3,230
-799
| -20% | -$74.1K | 0.05% | 375 |
|
|
2024
Q1 | $414K | Sell |
4,029
-854
| -17% | -$76.4K | 0.06% | 304 |
|
|
2023
Q4 | $375K | Buy |
4,883
+90
| +2% | +$6.92K | 0.06% | 312 |
|
|
2023
Q3 | $359K | Sell |
4,793
-159
| -3% | -$11.5K | 0.07% | 280 |
|
|
2023
Q2 | $354K | Buy |
4,952
+78
| +2% | +$5.1K | 0.07% | 291 |
|
|
2023
Q1 | $307K | Sell |
4,874
-18
| -0.4% | -$1.08K | 0.06% | 304 |
|
|
2022
Q4 | $284K | Buy |
4,892
+269
| +6% | +$15.4K | 0.06% | 312 |
|
|
2022
Q3 | $233K | Sell |
4,623
-72
| -2% | -$3.89K | 0.06% | 320 |
|
|
2022
Q2 | $259K | Sell |
4,695
-20
| -0.4% | -$1.04K | 0.06% | 304 |
|
|
2022
Q1 | $254K | Buy |
4,715
+488
| +12% | +$24K | 0.05% | 378 |
|
|
2021
Q4 | $202K | Sell |
4,227
-405
| -9% | -$21.2K | 0.04% | 448 |
|
|
2021
Q3 | $250K | Buy |
4,632
+149
| +3% | +$8.39K | 0.05% | 358 |
|
|
2021
Q2 | $261K | Buy |
4,483
+37
| +0.8% | +$2.38K | 0.05% | 330 |
|
|
2021
Q1 | $293K | Buy |
4,446
+253
| +6% | +$15.2K | 0.06% | 262 |
|
|
2020
Q4 | $253K | Buy |
4,193
+99
| +2% | +$5.7K | 0.06% | 286 |
|
|
2020
Q3 | $0 | Sell |
4,094
-5
| -0.1% | -$280 | ﹤0.01% | 164 |
|
|
2020
Q2 | $232K | Buy |
+4,099
| New | +$229K | 0.07% | 254 |
|
|
2020
Q1 | – | Sell |
-3,518
| Closed | -$218K | – | 292 |
|
|
2019
Q4 | $218K | Buy |
+3,518
| New | +$209K | 0.06% | 300 |
|
Other funds holding BWXT
SCM
