Summit Trail 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 | $307K | Buy |
+2,947
| New | +$307K | 0.01% | 909 |
|
|
2024
Q4 | – | Sell |
-2,471
| Closed | -$402K | – | 437 |
|
|
2024
Q3 | $402K | Sell |
2,471
-52
| -2% | -$8.46K | 0.01% | 455 |
|
|
2024
Q2 | $388K | Sell |
2,523
-361
| -13% | -$55.6K | 0.01% | 424 |
|
|
2024
Q1 | $428K | Buy |
2,884
+46
| +2% | +$6.83K | 0.01% | 372 |
|
|
2023
Q4 | $363K | Buy |
2,838
+13
| +0.5% | +$1.66K | 0.01% | 351 |
|
|
2023
Q3 | $309K | Buy |
2,825
+75
| +3% | +$8.2K | 0.01% | 369 |
|
|
2023
Q2 | $307K | Sell |
2,750
-188
| -6% | -$21K | 0.01% | 367 |
|
|
2023
Q1 | $272K | Buy |
2,938
+14
| +0.5% | +$1.3K | 0.01% | 337 |
|
|
2022
Q4 | $306K | Buy |
2,924
+23
| +0.8% | +$2.4K | 0.01% | 281 |
|
|
2022
Q3 | $268K | Sell |
2,901
-357
| -11% | -$33K | 0.01% | 281 |
|
|
2022
Q2 | $294K | Buy |
+3,258
| New | +$294K | 0.02% | 276 |
|
|
2018
Q1 | – | Sell |
-81
| Closed | -$3K | – | 539 |
|
|
2017
Q4 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 1526 |
|