Congress Wealth 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
Q2 | $7.88M | Sell |
75,686
-11,899
| -14% | -$1.24M | 0.08% | 294 |
|
|
2025
Q1 | $9.16M | Sell |
87,585
-14,647
| -14% | -$1.53M | 0.11% | 223 |
|
|
2024
Q4 | $13.2M | Sell |
102,232
-5,182
| -5% | -$667K | 0.18% | 166 |
|
|
2024
Q3 | $17.5M | Buy |
107,414
+2,157
| +2% | +$351K | 0.23% | 124 |
|
|
2024
Q2 | $16.2M | Sell |
105,257
-239
| -0.2% | -$36.8K | 0.26% | 106 |
|
|
2024
Q1 | $15.7M | Sell |
105,496
-848
| -0.8% | -$126K | 0.27% | 103 |
|
|
2023
Q4 | $13.6M | Sell |
106,344
-214
| -0.2% | -$27.4K | 0.25% | 114 |
|
|
2023
Q3 | $11.6M | Buy |
106,558
+435
| +0.4% | +$47.5K | 0.24% | 124 |
|
|
2023
Q2 | $11.8M | Sell |
106,123
-805
| -0.8% | -$89.8K | 0.27% | 113 |
|
|
2023
Q1 | $9.91M | Buy |
106,928
+1,383
| +1% | +$128K | 0.24% | 134 |
|
|
2022
Q4 | $11M | Sell |
105,545
-7,076
| -6% | -$740K | 0.28% | 104 |
|
|
2022
Q3 | $10.4M | Buy |
112,621
+2,965
| +3% | +$274K | 0.28% | 99 |
|
|
2022
Q2 | $9.91M | Sell |
109,656
-110
| -0.1% | -$9.94K | 0.25% | 116 |
|
|
2022
Q1 | $9.64M | Buy |
109,766
+923
| +0.8% | +$81.1K | 0.21% | 145 |
|
|
2021
Q4 | $9.23M | Buy |
+108,843
| New | +$9.23M | 0.18% | 160 |
|