Number of Shares
26,052.00
Current Holdings Value*
$2.83 Mil
% of Portfolio
1.01%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
38.88%

BBJS FINANCIAL ADVISORS, LLC's BWX Technologies Inc Holding Summary

As of 2024-09-30, BBJS FINANCIAL ADVISORS, LLC held 26,052.00 shares of BWX Technologies Inc(BWXT), totaling $2.83 Mil. This investment constitutes 1.01% of their stock portfolio, and BBJS FINANCIAL ADVISORS, LLC now holds 0.03% of the outstanding BWX Technologies Inc(BWXT) stock.

The initial trade took place in 2024Q2. And since then BBJS FINANCIAL ADVISORS, LLC has made 2 purchases of BWXT, at an average price of $99.28, for a total of 26,052.00 shares. Based on historical transaction data and BWXT's current price of $137.88, BBJS FINANCIAL ADVISORS, LLC's estimated gain on his BWXT holdings is $1.01 Mil, reflecting a 38.88% gain to date.

BBJS FINANCIAL ADVISORS, LLC BWXT ($137.88) Holding Chart

BBJS FINANCIAL ADVISORS, LLC BWXT ($137.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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