Mount Yale Investment Advisors’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 | $2.28M | Sell |
21,853
-2,372
| -10% | -$247K | 0.18% | 117 |
|
|
2025
Q1 | $2.53M | Buy |
24,225
+3,582
| +17% | +$375K | 0.22% | 99 |
|
|
2024
Q4 | $2.66M | Sell |
20,643
-1,086
| -5% | -$140K | 0.21% | 96 |
|
|
2024
Q3 | $3.54M | Buy |
21,729
+1,303
| +6% | +$212K | 0.34% | 68 |
|
|
2024
Q2 | $3.14M | Sell |
20,426
-483
| -2% | -$74.3K | 0.25% | 82 |
|
|
2024
Q1 | $3.1M | Sell |
20,909
-811
| -4% | -$120K | 0.24% | 93 |
|
|
2023
Q4 | $2.78M | Sell |
21,720
-1,530
| -7% | -$196K | 0.26% | 91 |
|
|
2023
Q3 | $2.54M | Sell |
23,250
-127
| -0.5% | -$13.9K | 0.28% | 83 |
|
|
2023
Q2 | $2.61M | Sell |
23,377
-161
| -0.7% | -$18K | 0.28% | 83 |
|
|
2023
Q1 | $2.18M | Sell |
23,538
-2,943
| -11% | -$273K | 0.25% | 99 |
|
|
2022
Q4 | $2.77M | Sell |
26,481
-1,492
| -5% | -$156K | 0.31% | 81 |
|
|
2022
Q3 | $2.58M | Sell |
27,973
-351
| -1% | -$32.4K | 0.34% | 71 |
|
|
2022
Q2 | $2.56M | Buy |
28,324
+311
| +1% | +$28.1K | 0.32% | 71 |
|
|
2022
Q1 | $2.46M | Buy |
28,013
+3,644
| +15% | +$320K | 0.27% | 84 |
|
|
2021
Q4 | $2.07M | Buy |
24,369
+3,147
| +15% | +$267K | 0.21% | 111 |
|
|
2021
Q3 | $1.68M | Buy |
21,222
+6,303
| +42% | +$500K | 0.19% | 121 |
|
|
2021
Q2 | $1.27M | Buy |
14,919
+109
| +0.7% | +$9.29K | 0.15% | 138 |
|
|
2021
Q1 | $1.19M | Buy |
14,810
+397
| +3% | +$32K | 0.16% | 134 |
|
|
2020
Q4 | $1.26M | Buy |
14,413
+100
| +0.7% | +$8.72K | 0.18% | 129 |
|
|
2020
Q3 | $1.19M | Sell |
14,313
-9,067
| -39% | -$753K | 0.17% | 132 |
|
|
2020
Q2 | $1.82M | Buy |
23,380
+16,521
| +241% | +$1.29M | 0.33% | 77 |
|
|
2020
Q1 | $471K | Buy |
6,859
+755
| +12% | +$51.8K | 0.11% | 179 |
|
|
2019
Q4 | $476K | Buy |
6,104
+61
| +1% | +$4.76K | 0.08% | 209 |
|
|
2019
Q3 | $437K | Buy |
+6,043
| New | +$437K | 0.08% | 216 |
|