Valeo 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 | $718K | Buy |
4,981
+474
| +11% | +$68.3K | 0.02% | 368 |
|
|
2025
Q1 | $445K | Buy |
4,507
+568
| +14% | +$56K | 0.01% | 439 |
|
|
2024
Q4 | $439K | Buy |
3,939
+400
| +11% | +$44.6K | 0.01% | 433 |
|
|
2024
Q3 | $385K | Buy |
3,539
+145
| +4% | +$15.8K | 0.01% | 466 |
|
|
2024
Q2 | $322K | Buy |
3,394
+994
| +41% | +$94.4K | 0.01% | 497 |
|
|
2024
Q1 | $226K | Buy |
+2,400
| New | +$226K | 0.01% | 582 |
|
|
2023
Q1 | – | Sell |
-5,676
| Closed | -$330K | – | 621 |
|
|
2022
Q4 | $330K | Buy |
+5,676
| New | +$330K | 0.02% | 366 |
|
|
2021
Q2 | – | Sell |
-64
| Closed | -$4K | – | 637 |
|
|
2021
Q1 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 1516 |
|
|
2020
Q3 | – | Sell |
-496
| Closed | -$28K | – | 1600 |
|
|
2020
Q2 | $28K | Buy |
496
+113
| +30% | +$6.38K | ﹤0.01% | 890 |
|
|
2020
Q1 | $19K | Buy |
383
+57
| +17% | +$2.83K | ﹤0.01% | 876 |
|
|
2019
Q4 | $20K | Buy |
326
+57
| +21% | +$3.5K | ﹤0.01% | 909 |
|
|
2019
Q3 | $15K | Hold |
269
| – | – | ﹤0.01% | 906 |
|
|
2019
Q2 | $14K | Sell |
269
-25
| -9% | -$1.3K | ﹤0.01% | 926 |
|
|
2019
Q1 | $15K | Sell |
294
-25
| -8% | -$1.28K | ﹤0.01% | 848 |
|
|
2018
Q4 | $12K | Buy |
319
+44
| +16% | +$1.66K | ﹤0.01% | 819 |
|
|
2018
Q3 | $16K | Buy |
275
+62
| +29% | +$3.61K | ﹤0.01% | 827 |
|
|
2018
Q2 | $13K | Hold |
213
| – | – | ﹤0.01% | 869 |
|
|
2018
Q1 | $14K | Buy |
213
+53
| +33% | +$3.48K | ﹤0.01% | 823 |
|
|
2017
Q4 | $10K | Sell |
160
-34
| -18% | -$2.13K | ﹤0.01% | 825 |
|
|
2017
Q3 | $11K | Buy |
+194
| New | +$11K | ﹤0.01% | 668 |
|