Williams Jones Wealth Management’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 Q1	$1.03M	Hold	5,057	–	–	0.01%	255
2025 Q4	$874K	Hold	5,057	–	–	0.01%	272
2025 Q3	$932K	Hold	5,057	–	–	0.01%	258
2025 Q2	$729K	Hold	5,057	–	–	0.01%	292
2025 Q1	$499K	Hold	5,057	–	–	0.01%	334
2024 Q4	$563K	Hold	5,057	–	–	0.01%	324
2024 Q3	$550K	Hold	5,057	–	–	0.01%	342
2024 Q2	$480K	Hold	5,057	–	–	0.01%	358
2024 Q1	$519K	Hold	5,057	–	–	0.01%	346
2023 Q4	$388K	Hold	5,057	–	–	0.01%	384
2023 Q3	$379K	Hold	5,057	–	–	0.01%	381
2023 Q2	$362K	Hold	5,057	–	–	0.01%	398
2023 Q1	$319K	Hold	5,057	–	–	0.01%	434
2022 Q4	$294K	Hold	5,057	–	–	﹤0.01%	446
2022 Q3	$255K	Hold	5,057	–	–	﹤0.01%	461
2022 Q2	$279K	Buy	5,057 +1,057	+26%	+$55K	﹤0.01%	468
2022 Q1	$215K	Buy	+4,000	New	+$197K	﹤0.01%	476
2021 Q4	–	Sell	-4,000	Closed	-$215K	–	512
2021 Q3	$215K	Sell	4,000 -1,000	-20%	-$56.3K	﹤0.01%	449
2021 Q2	$291K	Hold	5,000	–	–	﹤0.01%	410
2021 Q1	$330K	Sell	5,000 -100	-2%	-$5.99K	0.01%	374
2020 Q4	$307K	Hold	5,100	–	–	0.01%	365
2020 Q3	$287K	Hold	5,100	–	–	0.01%	337
2020 Q2	$289K	Hold	5,100	–	–	0.01%	326
2020 Q1	$248K	Hold	5,100	–	–	0.01%	315
2019 Q4	$317K	Hold	5,100	–	–	0.01%	352
2019 Q3	$292K	Buy	+5,100	New	+$285K	0.01%	345