Capital Asset Advisory Services’s Booz Allen Hamilton BAH Stock Holding History

Capital Asset Advisory Services’s Portfolio BAH Stock Details BAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,902	Closed	-$251K	–	285
2024 Q4	$251K	Sell	1,902 -118	-6%	-$18.3K	0.01%	272
2024 Q3	$326K	Sell	2,020 -52	-3%	-$7.96K	0.02%	241
2024 Q2	$320K	Buy	2,072 +99	+5%	+$14.8K	0.02%	240
2024 Q1	$290K	Sell	1,973 -683	-26%	-$96.2K	0.02%	247
2023 Q4	$340K	Sell	2,656 -69	-3%	-$8.6K	0.02%	231
2023 Q3	$345K	Buy	2,725 +394	+17%	+$45.3K	0.02%	227
2023 Q2	$264K	Sell	2,331 -602	-21%	-$59.5K	0.02%	274
2023 Q1	$272K	Sell	2,933 -74	-2%	-$7.02K	0.02%	281
2022 Q4	$318K	Sell	3,007 -108	-3%	-$11.2K	0.03%	260
2022 Q3	$288K	Sell	3,115 -1,174	-27%	-$111K	0.04%	248
2022 Q2	$388K	Buy	4,289 +139	+3%	+$11.9K	0.04%	268
2022 Q1	$365K	Sell	4,150 -3,061	-42%	-$252K	0.04%	294
2021 Q4	$611K	Sell	7,211 -92	-1%	-$7.76K	0.06%	217
2021 Q3	$579K	Sell	7,303 -46	-0.6%	-$3.85K	0.06%	231
2021 Q2	$626K	Sell	7,349 -614	-8%	-$51.9K	0.07%	207
2021 Q1	$641K	Buy	+7,963	New	+$668K	0.1%	197
2020 Q3	–	Sell	-9,763	Closed	-$840K	–	561
2020 Q2	$840K	Buy	9,763 +657	+7%	+$49.7K	0.18%	105
2020 Q1	$641K	Buy	9,106 +1,526	+20%	+$112K	0.17%	110
2019 Q4	$586K	Buy	+7,580	New	+$540K	0.14%	142

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Asset Advisory Services's BAH Position: Q1 2025 in Review

Capital Asset Advisory Services sold out of Booz Allen Hamilton (BAH) in Q1 2025, closing a stake of 1,902 shares — an estimated $251K sold.

Capital Asset Advisory Services first reported a position in BAH in Q4 2019 and held it in 19 quarters. The position peaked at $840K in Q2 2020. 728 funds tracked by Wall St. Rank hold BAH as of Q1 2025.

Capital Asset Advisory Services reported no remaining Booz Allen Hamilton position as of Q1 2025 after selling out during the quarter.
Capital Asset Advisory Services sold 1,902 Booz Allen Hamilton shares in Q1 2025, an estimated $251K.
Capital Asset Advisory Services first reported a position in Booz Allen Hamilton in Q4 2019 and held it in 19 quarters.
Capital Asset Advisory Services's Booz Allen Hamilton position peaked at $840K in Q2 2020.
728 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q1 2025.

Based on Capital Asset Advisory Services's 13F filing for Q1 2025, filed 9 Apr 2025.