Dunham Small Cap Growth Fund BWXT Holdings History
Dunham Small Cap Growth Fund's BWX Technologies Inc Holding Summary
As of 2025-04-30, Dunham Funds held 9,625.00 shares of BWX Technologies Inc(BWXT), totaling $1.05 Mil. This investment constitutes 1.37% of their stock portfolio, and Dunham Funds now holds 0.01% of the outstanding BWX Technologies Inc(BWXT) stock.
The initial trade took place in 2022Q3. And since then Dunham Small Cap Growth Fund has made 5 purchases of BWXT, at an average price of $55.66, for a total of 22,130.00 shares. In addition, there have been 6 sales at an average price of $82.41 for 12,505.00 shares. Based on historical transaction data and BWXT's current price of $143.79, Dunham Small Cap Growth Fund's estimated gain on his BWXT holdings is $1.18 Mil, reflecting a 96.00% gain to date.
Dunham Small Cap Growth Fund BWXT ($143.79) Holding Chart
Dunham Small Cap Growth Fund BWXT ($143.79) 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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