Yousif Capital 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	$4.71M	Sell	23,027 -1,468	-6%	-$298K	0.06%	316
2025 Q4	$5.05M	Sell	24,495 -444	-2%	-$83.3K	0.06%	316
2025 Q3	$4.6M	Sell	24,939 -2,047	-8%	-$329K	0.05%	347
2025 Q2	$3.89M	Sell	26,986 -534	-2%	-$62.4K	0.04%	412
2025 Q1	$2.71M	Sell	27,520 -742	-3%	-$80.5K	0.03%	547
2024 Q4	$3.15M	Sell	28,262 -1,344	-5%	-$164K	0.03%	497
2024 Q3	$3.22M	Sell	29,606 -4,594	-13%	-$456K	0.03%	502
2024 Q2	$3.25M	Sell	34,200 -3,246	-9%	-$301K	0.04%	497
2024 Q1	$3.84M	Sell	37,446 -950	-2%	-$85K	0.04%	455
2023 Q4	$2.95M	Sell	38,396 -525	-1%	-$40.4K	0.03%	578
2023 Q3	$2.92M	Sell	38,921 -2,255	-5%	-$163K	0.04%	545
2023 Q2	$2.95M	Buy	+41,176	New	+$2.69M	0.04%	563