True Wealth Design’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 | $446K | Sell |
3,094
-14
| -0.5% | -$2.02K | 0.16% | 27 |
|
|
2025
Q1 | $307K | Buy |
3,108
+993
| +47% | +$98K | 0.12% | 24 |
|
|
2024
Q4 | $236K | Hold |
2,115
| – | – | 0.09% | 28 |
|
|
2024
Q3 | $230K | Buy |
2,115
+15
| +0.7% | +$1.63K | 0.09% | 31 |
|
|
2024
Q2 | $200K | Hold |
2,100
| – | – | 0.05% | 118 |
|
|
2024
Q1 | $216K | Hold |
2,100
| – | – | 0.05% | 118 |
|
|
2023
Q4 | $161K | Hold |
2,100
| – | – | 0.05% | 118 |
|
|
2023
Q3 | $157K | Hold |
2,100
| – | – | 0.05% | 117 |
|
|
2023
Q2 | $150K | Hold |
2,100
| – | – | 0.06% | 117 |
|
|
2023
Q1 | $132K | Hold |
2,100
| – | – | 0.06% | 126 |
|
|
2022
Q4 | $122K | Buy |
+2,100
| New | +$122K | 0.06% | 119 |
|