Sequoia Financial 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 | $6.69M | Buy |
46,409
+3,087
| +7% | +$445K | 0.05% | 229 |
|
2025
Q1 | $4.27M | Buy |
43,322
+3,716
| +9% | +$367K | 0.03% | 293 |
|
2024
Q4 | $4.41M | Buy |
39,606
+3,443
| +10% | +$384K | 0.04% | 268 |
|
2024
Q3 | $3.93M | Buy |
36,163
+1,950
| +6% | +$212K | 0.04% | 248 |
|
2024
Q2 | $3.25M | Buy |
34,213
+1,685
| +5% | +$160K | 0.04% | 247 |
|
2024
Q1 | $3.34M | Sell |
32,528
-1,177
| -3% | -$121K | 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 | +$234K | ﹤0.01% | 787 |
|