Steward Partners Investment Advisory’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 | $5.21M | Sell |
36,167
-9,482
| -21% | -$1.37M | 0.04% | 421 |
|
|
2025
Q1 | $4.5M | Buy |
45,649
+4,382
| +11% | +$432K | 0.04% | 425 |
|
|
2024
Q4 | $4.6M | Buy |
41,267
+9,138
| +28% | +$1.02M | 0.04% | 396 |
|
|
2024
Q3 | $3.49M | Buy |
32,129
+30,934
| +2,589% | +$3.36M | 0.03% | 470 |
|
|
2024
Q2 | $114K | Buy |
1,195
+343
| +40% | +$32.6K | ﹤0.01% | 1720 |
|
|
2024
Q1 | $87.4K | Buy |
852
+765
| +879% | +$78.5K | ﹤0.01% | 1837 |
|
|
2023
Q4 | $6.68K | Buy |
87
+22
| +34% | +$1.69K | ﹤0.01% | 2859 |
|
|
2023
Q3 | $4.87K | Buy |
+65
| New | +$4.87K | ﹤0.01% | 2838 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$1K | – | 3238 |
|
|
2022
Q2 | $1K | Sell |
22
-189
| -90% | -$8.59K | ﹤0.01% | 3089 |
|
|
2022
Q1 | $11K | Hold |
211
| – | – | ﹤0.01% | 2606 |
|
|
2021
Q4 | $10K | Sell |
211
-55
| -21% | -$2.61K | ﹤0.01% | 2583 |
|
|
2021
Q3 | $14K | Hold |
266
| – | – | ﹤0.01% | 2467 |
|
|
2021
Q2 | $15K | Hold |
266
| – | – | ﹤0.01% | 5497 |
|
|
2021
Q1 | $17.5K | Buy |
266
+55
| +26% | +$3.63K | ﹤0.01% | 2540 |
|
|
2020
Q4 | $13K | Hold |
211
| – | – | ﹤0.01% | 2201 |
|
|
2020
Q3 | $12K | Hold |
211
| – | – | ﹤0.01% | 2062 |
|
|
2020
Q2 | $12K | Hold |
211
| – | – | ﹤0.01% | 1954 |
|
|
2020
Q1 | $10K | Sell |
211
-1
| -0.5% | -$47 | ﹤0.01% | 1850 |
|
|
2019
Q4 | $13K | Hold |
212
| – | – | ﹤0.01% | 1907 |
|
|
2019
Q3 | $12K | Hold |
212
| – | – | ﹤0.01% | 1899 |
|
|
2019
Q2 | $11K | Buy |
+212
| New | +$11K | ﹤0.01% | 1922 |
|
|
2018
Q4 | – | Sell |
-211
| Closed | -$13K | – | 944 |
|
|
2018
Q3 | $13K | Hold |
211
| – | – | ﹤0.01% | 1754 |
|
|
2018
Q2 | $13K | Hold |
211
| – | – | ﹤0.01% | 1641 |
|
|
2018
Q1 | $13K | Hold |
211
| – | – | ﹤0.01% | 1477 |
|
|
2017
Q4 | $12K | Hold |
211
| – | – | ﹤0.01% | 1290 |
|
|
2017
Q3 | $11K | Hold |
211
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q2 | $10K | Hold |
211
| – | – | ﹤0.01% | 1036 |
|
|
2017
Q1 | $10K | Hold |
211
| – | – | ﹤0.01% | 932 |
|
|
2016
Q4 | $8K | Buy |
+211
| New | +$8K | ﹤0.01% | 590 |
|