Valeo Financial Advisors’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Sell |
5,193
-153
| -3% | -$31.9K | 0.02% | 309 |
|
|
2026
Q1 | $1.09M | Buy |
5,346
+81
| +2% | +$16.4K | 0.03% | 257 |
|
|
2025
Q4 | $910K | Sell |
5,265
-195
| -4% | -$36.6K | 0.02% | 322 |
|
|
2025
Q3 | $1.01M | Buy |
5,460
+479
| +10% | +$77.1K | 0.02% | 302 |
|
|
2025
Q2 | $718K | Buy |
4,981
+474
| +11% | +$55.4K | 0.02% | 370 |
|
|
2025
Q1 | $445K | Buy |
4,507
+568
| +14% | +$61.6K | 0.01% | 441 |
|
|
2024
Q4 | $439K | Buy |
3,939
+400
| +11% | +$48.9K | 0.01% | 441 |
|
|
2024
Q3 | $385K | Buy |
3,539
+145
| +4% | +$14.4K | 0.01% | 470 |
|
|
2024
Q2 | $322K | Buy |
3,394
+994
| +41% | +$92.2K | 0.01% | 497 |
|
|
2024
Q1 | $226K | Buy |
+2,400
| New | +$215K | 0.01% | 582 |
|
|
2023
Q1 | – | Sell |
-5,676
| Closed | -$330K | – | 644 |
|
|
2022
Q4 | $330K | Buy |
+5,676
| New | +$326K | 0.02% | 366 |
|
|
2021
Q2 | – | Sell |
-64
| Closed | -$4K | – | 701 |
|
|
2021
Q1 | $4K | Buy |
+64
| New | +$3.83K | ﹤0.01% | 1606 |
|
|
2020
Q3 | – | Sell |
-496
| Closed | -$28K | – | 1656 |
|
|
2020
Q2 | $28K | Buy |
496
+113
| +30% | +$6.32K | ﹤0.01% | 938 |
|
|
2020
Q1 | $19K | Buy |
383
+57
| +17% | +$3.39K | ﹤0.01% | 910 |
|
|
2019
Q4 | $20K | Buy |
326
+57
| +21% | +$3.39K | ﹤0.01% | 921 |
|
|
2019
Q3 | $15K | Hold |
269
| – | – | ﹤0.01% | 917 |
|
|
2019
Q2 | $14K | Sell |
269
-25
| -9% | -$1.25K | ﹤0.01% | 931 |
|
|
2019
Q1 | $15K | Sell |
294
-25
| -8% | -$1.18K | ﹤0.01% | 855 |
|
|
2018
Q4 | $12K | Buy |
319
+44
| +16% | +$2.19K | ﹤0.01% | 827 |
|
|
2018
Q3 | $16K | Buy |
275
+62
| +29% | +$3.93K | ﹤0.01% | 837 |
|
|
2018
Q2 | $13K | Hold |
213
| – | – | ﹤0.01% | 875 |
|
|
2018
Q1 | $14K | Buy |
213
+53
| +33% | +$3.36K | ﹤0.01% | 826 |
|
|
2017
Q4 | $10K | Sell |
160
-34
| -18% | -$2.05K | ﹤0.01% | 828 |
|
|
2017
Q3 | $11K | Buy |
+194
| New | +$10.3K | ﹤0.01% | 673 |
|
Other funds holding BWXT
SC
CF
AIP
TE
TCM
CAM
SFGP
IWS
SWM
HWAM