Kestra Advisory Services’s Bowman Consulting BWMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,570
| Closed | -$264K | – | 2768 |
|
|
2024
Q4 | $264K | Sell |
10,570
-6,730
| -39% | -$168K | ﹤0.01% | 2316 |
|
|
2024
Q3 | $417K | Buy |
17,300
+3,085
| +22% | +$74.3K | ﹤0.01% | 1877 |
|
|
2024
Q2 | $452K | Buy |
14,215
+6,635
| +88% | +$211K | ﹤0.01% | 1844 |
|
|
2024
Q1 | $264K | Buy |
+7,580
| New | +$264K | ﹤0.01% | 2089 |
|
|
2023
Q4 | – | Sell |
-7,410
| Closed | -$208K | – | 2282 |
|
|
2023
Q3 | $208K | Buy |
+7,410
| New | +$208K | ﹤0.01% | 1911 |
|
|
2023
Q1 | – | Sell |
-75,805
| Closed | -$1.66M | – | 2097 |
|
|
2022
Q4 | $1.66M | Sell |
75,805
-500
| -0.7% | -$10.9K | 0.01% | 822 |
|
|
2022
Q3 | $1.11M | Buy |
+76,305
| New | +$1.11M | 0.01% | 923 |
|