Geneos 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 | $1.17M | Sell |
11,222
-8,846
| -44% | -$921K | 0.03% | 494 |
|
|
2025
Q1 | $2.1M | Buy |
20,068
+13,254
| +195% | +$1.39M | 0.03% | 477 |
|
|
2024
Q4 | $877K | Buy |
6,814
+262
| +4% | +$33.7K | 0.03% | 448 |
|
|
2024
Q3 | $1.07M | Sell |
6,552
-190
| -3% | -$30.9K | 0.04% | 398 |
|
|
2024
Q2 | $1.04M | Buy |
6,742
+6,133
| +1,007% | +$944K | 0.05% | 353 |
|
|
2024
Q1 | $90.4K | Hold |
609
| – | – | ﹤0.01% | 881 |
|
|
2023
Q4 | $77.9K | Sell |
609
-856
| -58% | -$109K | ﹤0.01% | 915 |
|
|
2023
Q3 | $160K | Buy |
1,465
+779
| +114% | +$85.1K | 0.01% | 738 |
|
|
2023
Q2 | $76.6K | Buy |
686
+6
| +0.9% | +$670 | ﹤0.01% | 953 |
|
|
2023
Q1 | $63K | Hold |
680
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q4 | $71.1K | Sell |
680
-104
| -13% | -$10.9K | ﹤0.01% | 927 |
|
|
2022
Q3 | $72K | Hold |
784
| – | – | 0.01% | 902 |
|
|
2022
Q2 | $72K | Sell |
784
-12,659
| -94% | -$1.16M | ﹤0.01% | 1127 |
|
|
2022
Q1 | $1.18M | Sell |
13,443
-1,401
| -9% | -$123K | 0.05% | 314 |
|
|
2021
Q4 | $1.26M | Buy |
14,844
+3,509
| +31% | +$297K | 0.05% | 340 |
|
|
2021
Q3 | $916K | Buy |
11,335
+7,282
| +180% | +$588K | 0.04% | 406 |
|
|
2021
Q2 | $351K | Sell |
4,053
-6,425
| -61% | -$556K | 0.01% | 648 |
|
|
2021
Q1 | $869K | Buy |
10,478
+3,627
| +53% | +$301K | 0.02% | 462 |
|
|
2020
Q4 | $16K | Buy |
6,851
+6,645
| +3,226% | +$15.5K | ﹤0.01% | 2018 |
|
|
2020
Q3 | $17K | Buy |
206
+1
| +0.5% | +$83 | ﹤0.01% | 1716 |
|
|
2020
Q2 | $15K | Hold |
205
| – | – | ﹤0.01% | 1739 |
|
|
2020
Q1 | $14K | Hold |
205
| – | – | ﹤0.01% | 1644 |
|
|
2019
Q4 | $14K | Buy |
205
+55
| +37% | +$3.76K | ﹤0.01% | 1822 |
|
|
2019
Q3 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 1878 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$18K | – | 2065 |
|
|
2016
Q4 | $18K | Buy |
+500
| New | +$18K | ﹤0.01% | 1223 |
|