Caldwell Investment Management’s Booz Allen Hamilton BAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,300
| Closed | -$1.32M | – | 34 |
|
|
2024
Q4 | $1.32M | Hold |
10,300
| – | – | 0.89% | 28 |
|
|
2024
Q3 | $1.67M | Hold |
10,300
| – | – | 1.17% | 18 |
|
|
2024
Q2 | $1.58M | Sell |
10,300
-3,700
| -26% | -$569K | 1.19% | 18 |
|
|
2024
Q1 | $2.08M | Hold |
14,000
| – | – | 1.54% | 15 |
|
|
2023
Q4 | $1.79M | Buy |
+14,000
| New | +$1.79M | 1.38% | 17 |
|
|
2023
Q1 | – | Sell |
-16,800
| Closed | -$1.76M | – | 24 |
|
|
2022
Q4 | $1.76M | Sell |
16,800
-2,500
| -13% | -$262K | 1.86% | 12 |
|
|
2022
Q3 | $1.78M | Hold |
19,300
| – | – | 2.17% | 10 |
|
|
2022
Q2 | $1.74M | Buy |
19,300
+7,600
| +65% | +$687K | 1.75% | 14 |
|
|
2022
Q1 | $1.05M | Buy |
+11,700
| New | +$1.05M | 0.83% | 22 |
|