Congress Wealth Management’s Booz Allen Hamilton BAH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.88M	Sell	75,686 -11,899	-14%	-$1.33M	0.08%	294
2025 Q1	$9.16M	Sell	87,585 -14,647	-14%	-$1.77M	0.11%	223
2024 Q4	$13.2M	Sell	102,232 -5,182	-5%	-$805K	0.18%	166
2024 Q3	$17.5M	Buy	107,414 +2,157	+2%	+$330K	0.23%	124
2024 Q2	$16.2M	Sell	105,257 -239	-0.2%	-$35.8K	0.26%	106
2024 Q1	$15.7M	Sell	105,496 -848	-0.8%	-$119K	0.27%	103
2023 Q4	$13.6M	Sell	106,344 -214	-0.2%	-$26.7K	0.25%	114
2023 Q3	$11.6M	Buy	106,558 +435	+0.4%	+$50K	0.24%	124
2023 Q2	$11.8M	Sell	106,123 -805	-0.8%	-$79.6K	0.27%	113
2023 Q1	$9.91M	Buy	106,928 +1,383	+1%	+$131K	0.24%	134
2022 Q4	$11M	Sell	105,545 -7,076	-6%	-$736K	0.28%	104
2022 Q3	$10.4M	Buy	112,621 +2,965	+3%	+$281K	0.28%	99
2022 Q2	$9.91M	Sell	109,656 -110	-0.1%	-$9.39K	0.25%	116
2022 Q1	$9.64M	Buy	109,766 +923	+0.8%	+$76K	0.21%	145
2021 Q4	$9.23M	Buy	+108,843	New	+$9.18M	0.18%	161