FDx Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,664
| Closed | -$597K | – | 370 |
|
|
2023
Q4 | $597K | Buy |
4,664
+1,175
| +34% | +$146K | 0.05% | 348 |
|
|
2023
Q3 | $381K | Sell |
3,489
-2,606
| -43% | -$300K | 0.03% | 413 |
|
|
2023
Q2 | $680K | Sell |
6,095
-1,035
| -15% | -$102K | 0.04% | 379 |
|
|
2023
Q1 | $745K | Hold |
7,130
| – | – | 0.03% | 355 |
|
|
2022
Q4 | $745K | Sell |
7,130
-673
| -9% | -$70K | 0.03% | 355 |
|
|
2022
Q3 | $721K | Sell |
7,803
-2,358
| -23% | -$223K | 0.03% | 338 |
|
|
2022
Q2 | $918K | Buy |
+10,161
| New | +$867K | 0.03% | 337 |
|
|
2022
Q1 | – | Sell |
-7,379
| Closed | -$626K | – | 837 |
|
|
2021
Q4 | $626K | Sell |
7,379
-532
| -7% | -$44.9K | 0.02% | 471 |
|
|
2021
Q3 | $628K | Buy |
7,911
+978
| +14% | +$81.7K | 0.02% | 445 |
|
|
2021
Q2 | $591K | Buy |
6,933
+2,731
| +65% | +$231K | 0.02% | 468 |
|
|
2021
Q1 | $338K | Sell |
4,202
-66
| -2% | -$5.54K | 0.01% | 590 |
|
|
2020
Q4 | $372K | Sell |
4,268
-240
| -5% | -$20.4K | 0.02% | 511 |
|
|
2020
Q3 | $374K | Buy |
4,508
+250
| +6% | +$20.5K | 0.02% | 444 |
|
|
2020
Q2 | $331K | Buy |
4,258
+1,326
| +45% | +$100K | 0.02% | 426 |
|
|
2020
Q1 | $201K | Buy |
2,932
+64
| +2% | +$4.72K | 0.01% | 475 |
|
|
2019
Q4 | $204K | Sell |
2,868
-131
| -4% | -$9.33K | 0.01% | 588 |
|
|
2019
Q3 | $213K | Buy |
+2,999
| New | +$212K | 0.01% | 586 |
|
|
2017
Q3 | – | Sell |
-7,736
| Closed | -$252K | – | 1248 |
|
|
2017
Q2 | $252K | Sell |
7,736
-642
| -8% | -$23.1K | 0.01% | 1048 |
|
|
2017
Q1 | $296K | Buy |
+8,378
| New | +$299K | 0.01% | 975 |
|