Wealth Enhancement Advisory Services’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 | $1.11M | Sell |
7,744
-25,319
| -77% | -$3.62M | ﹤0.01% | 1682 |
|
2025
Q1 | $3.26M | Buy |
33,063
+25,615
| +344% | +$2.53M | 0.01% | 1006 |
|
2024
Q4 | $830K | Buy |
7,448
+172
| +2% | +$19.2K | ﹤0.01% | 1633 |
|
2024
Q3 | $791K | Buy |
7,276
+225
| +3% | +$24.5K | ﹤0.01% | 1526 |
|
2024
Q2 | $670K | Sell |
7,051
-11,188
| -61% | -$1.06M | ﹤0.01% | 1470 |
|
2024
Q1 | $1.87M | Buy |
18,239
+9,344
| +105% | +$959K | ﹤0.01% | 969 |
|
2023
Q4 | $683K | Sell |
8,895
-853
| -9% | -$65.5K | ﹤0.01% | 1333 |
|
2023
Q3 | $731K | Buy |
+9,748
| New | +$731K | ﹤0.01% | 1231 |
|
2018
Q1 | – | Sell |
-14,911
| Closed | -$938K | – | 148 |
|
2017
Q4 | $938K | Buy |
+14,911
| New | +$938K | 0.07% | 117 |
|
2017
Q3 | – | Sell |
-17,294
| Closed | -$850K | – | 146 |
|
2017
Q2 | $850K | Buy |
+17,294
| New | +$850K | 0.08% | 116 |
|