Carson Wealth (CWM LLC)’s Booz Allen Hamilton BAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
19,109
-1,934
| -9% | -$201K | 0.01% | 957 |
|
|
2025
Q1 | $2.2M | Buy |
21,043
+13,993
| +198% | +$1.46M | 0.01% | 794 |
|
|
2024
Q4 | $907K | Buy |
7,050
+3,389
| +93% | +$436K | ﹤0.01% | 1134 |
|
|
2024
Q3 | $596K | Sell |
3,661
-71
| -2% | -$11.6K | ﹤0.01% | 1250 |
|
|
2024
Q2 | $574K | Buy |
3,732
+258
| +7% | +$39.7K | ﹤0.01% | 1136 |
|
|
2024
Q1 | $516K | Buy |
3,474
+465
| +15% | +$69.1K | ﹤0.01% | 1126 |
|
|
2023
Q4 | $385K | Buy |
3,009
+508
| +20% | +$65K | ﹤0.01% | 1153 |
|
|
2023
Q3 | $273K | Hold |
2,501
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q2 | $279K | Buy |
2,501
+325
| +15% | +$36.3K | ﹤0.01% | 1136 |
|
|
2023
Q1 | $202K | Buy |
2,176
+254
| +13% | +$23.6K | ﹤0.01% | 1195 |
|
|
2022
Q4 | $201K | Buy |
1,922
+21
| +1% | +$2.2K | ﹤0.01% | 1098 |
|
|
2022
Q3 | $176K | Buy |
1,901
+474
| +33% | +$43.9K | ﹤0.01% | 1101 |
|
|
2022
Q2 | $129K | Buy |
1,427
+241
| +20% | +$21.8K | ﹤0.01% | 1209 |
|
|
2022
Q1 | $104K | Buy |
1,186
+170
| +17% | +$14.9K | ﹤0.01% | 1308 |
|
|
2021
Q4 | $86K | Buy |
+1,016
| New | +$86K | ﹤0.01% | 1344 |
|
|
2021
Q2 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2021
Q1 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q4 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q3 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q2 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q1 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q4 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q3 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q2 | $77K | Hold |
908
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q1 | $77K | Buy |
908
+93
| +11% | +$7.89K | ﹤0.01% | 1224 |
|
|
2018
Q4 | $37K | Buy |
815
+367
| +82% | +$16.7K | ﹤0.01% | 955 |
|
|
2018
Q3 | $22K | Buy |
+448
| New | +$22K | ﹤0.01% | 923 |
|