IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86.1K | Sell |
1,103
-565
| -34% | -$47.6K | ﹤0.01% | 1940 |
|
|
2025
Q4 | $141K | Sell |
1,668
-101
| -6% | -$9.04K | ﹤0.01% | 1577 |
|
|
2025
Q3 | $177K | Buy |
1,769
+727
| +70% | +$77.7K | ﹤0.01% | 1349 |
|
|
2025
Q2 | $109K | Buy |
1,042
+149
| +17% | +$16.7K | ﹤0.01% | 1589 |
|
|
2025
Q1 | $93.5K | Sell |
893
-900
| -50% | -$108K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $231K | Sell |
1,793
-4,352
| -71% | -$676K | 0.01% | 1060 |
|
|
2024
Q3 | $1M | Sell |
6,145
-3,182
| -34% | -$487K | 0.04% | 482 |
|
|
2024
Q2 | $1.44M | Buy |
9,327
+4,186
| +81% | +$628K | 0.06% | 344 |
|
|
2024
Q1 | $763K | Buy |
5,141
+2,417
| +89% | +$340K | 0.03% | 482 |
|
|
2023
Q4 | $348K | Buy |
2,724
+1,842
| +209% | +$230K | 0.02% | 712 |
|
|
2023
Q3 | $96.4K | Sell |
882
-223
| -20% | -$25.6K | ﹤0.01% | 1269 |
|
|
2023
Q2 | $123K | Buy |
1,105
+251
| +29% | +$24.8K | 0.01% | 1225 |
|
|
2023
Q1 | $38.3K | Sell |
854
-1,311
| -61% | -$124K | ﹤0.01% | 1708 |
|
|
2022
Q4 | $122K | Buy |
2,165
+1,151
| +114% | +$120K | ﹤0.01% | 1638 |
|
|
2022
Q3 | $58K | Buy |
1,014
+261
| +35% | +$24.7K | ﹤0.01% | 2255 |
|
|
2022
Q2 | $45K | Hold |
753
| – | – | ﹤0.01% | 2223 |
|
|
2022
Q1 | $45K | Buy |
753
+717
| +1,992% | +$59K | ﹤0.01% | 2223 |
|
|
2021
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 2640 |
|
|
2021
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 2696 |
|
|
2021
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 2614 |
|
|
2021
Q1 | $3K | Sell |
36
-257
| -88% | -$21.6K | ﹤0.01% | 2537 |
|
|
2020
Q4 | $25K | Sell |
293
-998
| -77% | -$84.9K | ﹤0.01% | 1709 |
|
|
2020
Q3 | $107K | Buy |
1,291
+61
| +5% | +$5K | 0.01% | 960 |
|
|
2020
Q2 | $94K | Sell |
1,230
-7,795
| -86% | -$589K | 0.01% | 947 |
|
|
2020
Q1 | $608K | Buy |
9,025
+8,448
| +1,464% | +$623K | 0.06% | 306 |
|
|
2019
Q4 | $41K | Buy |
577
+55
| +11% | +$3.92K | ﹤0.01% | 1334 |
|
|
2019
Q3 | $37K | Buy |
+522
| New | +$37K | ﹤0.01% | 1494 |
|
|
2019
Q1 | – | Sell |
-582
| Closed | -$26K | – | 2438 |
|
|
2018
Q4 | $26K | Sell |
582
-255
| -30% | -$12.5K | ﹤0.01% | 1971 |
|
|
2018
Q3 | $42K | Buy |
837
+35
| +4% | +$1.71K | ﹤0.01% | 1985 |
|
|
2018
Q2 | $35K | Buy |
802
+766
| +2,128% | +$32.1K | ﹤0.01% | 2125 |
|
|
2018
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 3605 |
|
|
2017
Q4 | $1K | Sell |
36
-475
| -93% | -$18K | ﹤0.01% | 3656 |
|
|
2017
Q3 | $19K | Sell |
511
-100
| -16% | -$3.44K | ﹤0.01% | 2613 |
|
|
2017
Q2 | $20K | Buy |
611
+82
| +16% | +$2.95K | ﹤0.01% | 2575 |
|
|
2017
Q1 | $19K | Buy |
529
+450
| +570% | +$16.1K | ﹤0.01% | 2531 |
|
|
2016
Q4 | $3K | Sell |
79
-17
| -18% | -$576 | ﹤0.01% | 3483 |
|
|
2016
Q3 | $3K | Hold |
96
| – | – | ﹤0.01% | 3424 |
|
|
2016
Q2 | $3K | Buy |
+96
| New | +$2.75K | ﹤0.01% | 3321 |
|
|
2016
Q1 | – | Sell |
-91
| Closed | -$3K | – | 2434 |
|
|
2015
Q4 | $3K | Buy |
+91
| New | +$2.64K | ﹤0.01% | 3154 |
|
Other funds holding BAH
VPM
VCM
