Equitable Trust’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 | $732K | Buy |
7,027
+2,584
| +58% | +$269K | 0.04% | 269 |
|
|
2025
Q1 | $465K | Sell |
4,443
-3,382
| -43% | -$354K | 0.03% | 319 |
|
|
2024
Q4 | $1.01M | Buy |
7,825
+1,742
| +29% | +$224K | 0.06% | 224 |
|
|
2024
Q3 | $990K | Buy |
6,083
+1,833
| +43% | +$298K | 0.06% | 208 |
|
|
2024
Q2 | $654K | Hold |
4,250
| – | – | 0.05% | 249 |
|
|
2024
Q1 | $631K | Hold |
4,250
| – | – | 0.04% | 261 |
|
|
2023
Q4 | $544K | Sell |
4,250
-54
| -1% | -$6.91K | 0.04% | 265 |
|
|
2023
Q3 | $470K | Hold |
4,304
| – | – | 0.04% | 266 |
|
|
2023
Q2 | $480K | Hold |
4,304
| – | – | 0.04% | 266 |
|
|
2023
Q1 | $399K | Hold |
4,304
| – | – | 0.03% | 291 |
|
|
2022
Q4 | $450K | Buy |
+4,304
| New | +$450K | 0.04% | 274 |
|
|
2020
Q2 | – | Sell |
-4,265
| Closed | -$292K | – | 316 |
|
|
2020
Q1 | $292K | Buy |
4,265
+1,209
| +40% | +$82.8K | 0.03% | 256 |
|
|
2019
Q4 | $217K | Hold |
3,056
| – | – | 0.02% | 272 |
|
|
2019
Q3 | $217K | Buy |
+3,056
| New | +$217K | 0.02% | 266 |
|