Sequoia Financial 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	$10.5M	Buy	51,574 +64	+0.1%	+$13K	0.06%	201
2025 Q4	$8.9M	Buy	51,510 +2,302	+5%	+$432K	0.05%	215
2025 Q3	$9.07M	Buy	49,208 +2,799	+6%	+$450K	0.06%	211
2025 Q2	$6.69M	Buy	46,409 +3,087	+7%	+$361K	0.05%	231
2025 Q1	$4.27M	Buy	43,322 +3,716	+9%	+$403K	0.03%	295
2024 Q4	$4.41M	Buy	39,606 +3,443	+10%	+$421K	0.04%	270
2024 Q3	$3.93M	Buy	36,163 +1,950	+6%	+$194K	0.04%	248
2024 Q2	$3.25M	Buy	34,213 +1,685	+5%	+$156K	0.04%	247
2024 Q1	$3.34M	Sell	32,528 -1,177	-3%	-$105K	0.04%	249
2023 Q4	$2.59M	Buy	33,705 +30,579	+978%	+$2.35M	0.03%	305
2023 Q3	$234K	Buy	+3,126	New	+$226K	﹤0.01%	790