OLIO Financial Planning’s Bowman Consulting BWMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,000
| Closed | -$467K | – | 61 |
|
|
2024
Q3 | $467K | Hold |
13,000
| – | – | 0.2% | 36 |
|
|
2024
Q2 | $467K | Hold |
13,000
| – | – | 0.2% | 36 |
|
|
2024
Q1 | $467K | Hold |
13,000
| – | – | 0.2% | 36 |
|
|
2023
Q4 | $467K | Sell |
13,000
-50,782
| -80% | -$1.83M | 0.2% | 36 |
|
|
2023
Q3 | $1.79M | Buy |
+63,782
| New | +$1.79M | 0.84% | 18 |
|