Telemark Asset Management’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 | $14.4M | Hold |
100,000
| – | – | 1.31% | 23 |
|
|
2025
Q1 | $9.87M | Hold |
100,000
| – | – | 1.29% | 29 |
|
|
2024
Q4 | $11.1M | Hold |
100,000
| – | – | 1.11% | 33 |
|
|
2024
Q3 | $10.9M | Hold |
100,000
| – | – | 1.1% | 35 |
|
|
2024
Q2 | $9.5M | Buy |
100,000
+50,000
| +100% | +$4.75M | 0.83% | 42 |
|
|
2024
Q1 | $5.13M | Buy |
+50,000
| New | +$5.13M | 0.53% | 50 |
|
|
2023
Q4 | – | Sell |
-50,000
| Closed | -$3.75M | – | 49 |
|
|
2023
Q3 | $3.75M | Buy |
+50,000
| New | +$3.75M | 0.57% | 43 |
|
|
2020
Q1 | – | Sell |
-107,000
| Closed | -$6.64M | – | 50 |
|
|
2019
Q4 | $6.64M | Buy |
+107,000
| New | +$6.64M | 0.96% | 37 |
|