CWM
Cabot Wealth Management’s Booz Allen Hamilton BAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.26M | Sell |
31,341
-1,281
| -4% | -$133K | 0.39% | 66 |
|
|
2025
Q1 | $3.41M | Buy |
32,622
+2,187
| +7% | +$229K | 0.43% | 60 |
|
|
2024
Q4 | $3.92M | Buy |
30,435
+8,181
| +37% | +$1.05M | 0.5% | 58 |
|
|
2024
Q3 | $3.62M | Buy |
22,254
+12,431
| +127% | +$2.02M | 0.45% | 59 |
|
|
2024
Q2 | $1.51M | Sell |
9,823
-15
| -0.2% | -$2.31K | 0.2% | 84 |
|
|
2024
Q1 | $1.46M | Sell |
9,838
-10,822
| -52% | -$1.61M | 0.19% | 89 |
|
|
2023
Q4 | $2.64M | Sell |
20,660
-350
| -2% | -$44.8K | 0.37% | 67 |
|
|
2023
Q3 | $2.3M | Buy |
21,010
+57
| +0.3% | +$6.23K | 0.35% | 68 |
|
|
2023
Q2 | $2.34M | Sell |
20,953
-400
| -2% | -$44.6K | 0.35% | 67 |
|
|
2023
Q1 | $1.98M | Sell |
21,353
-12,408
| -37% | -$1.15M | 0.31% | 74 |
|
|
2022
Q4 | $3.53M | Sell |
33,761
-5,450
| -14% | -$570K | 0.6% | 48 |
|
|
2022
Q3 | $3.62M | Sell |
39,211
-1,022
| -3% | -$94.4K | 0.61% | 49 |
|
|
2022
Q2 | $3.64M | Buy |
40,233
+5
| +0% | +$452 | 0.58% | 50 |
|
|
2022
Q1 | $3.53M | Buy |
40,228
+189
| +0.5% | +$16.6K | 0.48% | 61 |
|
|
2021
Q4 | $3.4M | Sell |
40,039
-41
| -0.1% | -$3.48K | 0.43% | 62 |
|
|
2021
Q3 | $3.18M | Sell |
40,080
-814
| -2% | -$64.6K | 0.43% | 62 |
|
|
2021
Q2 | $3.48M | Buy |
40,894
+849
| +2% | +$72.3K | 0.47% | 61 |
|
|
2021
Q1 | $3.23M | Buy |
40,045
+2,856
| +8% | +$230K | 0.46% | 58 |
|
|
2020
Q4 | $3.24M | Buy |
37,189
+275
| +0.7% | +$24K | 0.5% | 57 |
|
|
2020
Q3 | $3.06M | Buy |
36,914
+253
| +0.7% | +$21K | 0.56% | 57 |
|
|
2020
Q2 | $2.85M | Sell |
36,661
-2,030
| -5% | -$158K | 0.57% | 54 |
|
|
2020
Q1 | $2.66M | Sell |
38,691
-1,033
| -3% | -$70.9K | 0.63% | 53 |
|
|
2019
Q4 | $2.83M | Sell |
39,724
-105
| -0.3% | -$7.47K | 0.55% | 58 |
|
|
2019
Q3 | $2.83M | Sell |
39,829
-357
| -0.9% | -$25.4K | 0.6% | 57 |
|
|
2019
Q2 | $2.66M | Sell |
40,186
-27,745
| -41% | -$1.84M | 0.56% | 59 |
|
|
2019
Q1 | $3.95M | Sell |
67,931
-722
| -1% | -$42K | 0.87% | 42 |
|
|
2018
Q4 | $3.09M | Sell |
68,653
-1,715
| -2% | -$77.3K | 0.76% | 49 |
|
|
2018
Q3 | $3.49M | Buy |
+70,368
| New | +$3.49M | 0.75% | 53 |
|