Creative Planning’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 | $1.3M | Buy |
12,457
+1,964
| +19% | +$205K | ﹤0.01% | 1641 |
|
|
2025
Q1 | $1.1M | Buy |
10,493
+2,861
| +37% | +$299K | ﹤0.01% | 1643 |
|
|
2024
Q4 | $982K | Buy |
7,632
+147
| +2% | +$18.9K | ﹤0.01% | 1647 |
|
|
2024
Q3 | $1.22M | Buy |
7,485
+758
| +11% | +$123K | ﹤0.01% | 1372 |
|
|
2024
Q2 | $1.04M | Buy |
6,727
+962
| +17% | +$148K | ﹤0.01% | 1376 |
|
|
2024
Q1 | $856K | Sell |
5,765
-263
| -4% | -$39K | ﹤0.01% | 1434 |
|
|
2023
Q4 | $771K | Buy |
6,028
+2,110
| +54% | +$270K | ﹤0.01% | 1394 |
|
|
2023
Q3 | $428K | Sell |
3,918
-209
| -5% | -$22.8K | ﹤0.01% | 1655 |
|
|
2023
Q2 | $461K | Sell |
4,127
-713
| -15% | -$79.6K | ﹤0.01% | 1596 |
|
|
2023
Q1 | $449K | Sell |
4,840
-1,036
| -18% | -$96K | ﹤0.01% | 1526 |
|
|
2022
Q4 | $614K | Sell |
5,876
-509
| -8% | -$53.2K | ﹤0.01% | 1312 |
|
|
2022
Q3 | $590K | Buy |
6,385
+1,361
| +27% | +$126K | ﹤0.01% | 1224 |
|
|
2022
Q2 | $454K | Buy |
5,024
+425
| +9% | +$38.4K | ﹤0.01% | 1368 |
|
|
2022
Q1 | $404K | Buy |
4,599
+104
| +2% | +$9.14K | ﹤0.01% | 1446 |
|
|
2021
Q4 | $381K | Buy |
4,495
+811
| +22% | +$68.7K | ﹤0.01% | 1473 |
|
|
2021
Q3 | $292K | Buy |
3,684
+500
| +16% | +$39.6K | ﹤0.01% | 1607 |
|
|
2021
Q2 | $271K | Buy |
3,184
+121
| +4% | +$10.3K | ﹤0.01% | 1610 |
|
|
2021
Q1 | $247K | Buy |
+3,063
| New | +$247K | ﹤0.01% | 1888 |
|
|
2020
Q3 | – | Sell |
-11,938
| Closed | -$929K | – | 1956 |
|
|
2020
Q2 | $929K | Sell |
11,938
-285
| -2% | -$22.2K | ﹤0.01% | 759 |
|
|
2020
Q1 | $839K | Sell |
12,223
-5,453
| -31% | -$374K | ﹤0.01% | 711 |
|
|
2019
Q4 | $1.26M | Sell |
17,676
-1,562
| -8% | -$111K | ﹤0.01% | 680 |
|
|
2019
Q3 | $1.37M | Buy |
19,238
+287
| +2% | +$20.4K | ﹤0.01% | 625 |
|
|
2019
Q2 | $1.26M | Buy |
+18,951
| New | +$1.26M | ﹤0.01% | 670 |
|
|
2017
Q3 | – | Sell |
-1,446
| Closed | -$47K | – | 2000 |
|
|
2017
Q2 | $47K | Buy |
1,446
+52
| +4% | +$1.69K | ﹤0.01% | 2535 |
|
|
2017
Q1 | $49K | Buy |
1,394
+24
| +2% | +$844 | ﹤0.01% | 2468 |
|
|
2016
Q4 | $49K | Sell |
1,370
-249
| -15% | -$8.91K | ﹤0.01% | 2386 |
|
|
2016
Q3 | $51K | Buy |
1,619
+256
| +19% | +$8.06K | ﹤0.01% | 2319 |
|
|
2016
Q2 | $40K | Hold |
1,363
| – | – | ﹤0.01% | 2278 |
|
|
2016
Q1 | $41K | Hold |
1,363
| – | – | ﹤0.01% | 2215 |
|
|
2015
Q4 | $42K | Buy |
1,363
+663
| +95% | +$20.4K | ﹤0.01% | 2229 |
|
|
2015
Q3 | $18K | Buy |
+700
| New | +$18K | ﹤0.01% | 2770 |
|
|
2015
Q2 | – | Sell |
-2,400
| Closed | -$69K | – | 1211 |
|
|
2015
Q1 | $69K | Buy |
2,400
+1,192
| +99% | +$34.3K | ﹤0.01% | 1769 |
|
|
2014
Q4 | $32K | Buy |
1,208
+935
| +342% | +$24.8K | ﹤0.01% | 2278 |
|
|
2014
Q3 | $6K | Buy |
273
+73
| +37% | +$1.6K | ﹤0.01% | 3126 |
|
|
2014
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3200 |
|
|
2014
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 3083 |
|
|
2013
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 2895 |
|
|
2013
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 2784 |
|
|
2013
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 2691 |
|