SVB Wealth’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 | – | Sell |
-505
| Closed | -$52.8K | – | 603 |
|
|
2025
Q1 | $52.8K | Buy |
+505
| New | +$52.8K | ﹤0.01% | 532 |
|
|
2023
Q3 | – | Sell |
-2,096
| Closed | -$234K | – | 875 |
|
|
2023
Q2 | $234K | Sell |
2,096
-231
| -10% | -$25.8K | ﹤0.01% | 764 |
|
|
2023
Q1 | $216K | Sell |
2,327
-672
| -22% | -$62.3K | ﹤0.01% | 853 |
|
|
2022
Q4 | $313K | Buy |
2,999
+611
| +26% | +$63.9K | ﹤0.01% | 728 |
|
|
2022
Q3 | $220K | Buy |
+2,388
| New | +$220K | ﹤0.01% | 818 |
|
|
2022
Q1 | – | Sell |
-3,598
| Closed | -$306K | – | 800 |
|
|
2021
Q4 | $306K | Sell |
3,598
-922
| -20% | -$78.4K | 0.01% | 572 |
|
|
2021
Q3 | $359K | Sell |
4,520
-715
| -14% | -$56.8K | ﹤0.01% | 706 |
|
|
2021
Q2 | $446K | Buy |
5,235
+1,438
| +38% | +$123K | 0.01% | 620 |
|
|
2021
Q1 | $306K | Sell |
3,797
-82
| -2% | -$6.61K | ﹤0.01% | 678 |
|
|
2020
Q4 | $338K | Sell |
3,879
-1,390
| -26% | -$121K | 0.01% | 583 |
|
|
2020
Q3 | $438K | Sell |
5,269
-188
| -3% | -$15.6K | 0.01% | 443 |
|
|
2020
Q2 | $425K | Sell |
5,457
-4,092
| -43% | -$319K | 0.01% | 392 |
|
|
2020
Q1 | $655K | Sell |
9,549
-6,563
| -41% | -$450K | 0.02% | 280 |
|
|
2019
Q4 | $1.15M | Sell |
16,112
-1,465
| -8% | -$104K | 0.02% | 284 |
|
|
2019
Q3 | $1.25M | Sell |
17,577
-1,310
| -7% | -$93K | 0.02% | 249 |
|
|
2019
Q2 | $1.25M | Sell |
18,887
-11,979
| -39% | -$793K | 0.04% | 255 |
|
|
2019
Q1 | $1.8M | Sell |
30,866
-1,555
| -5% | -$90.4K | 0.07% | 173 |
|
|
2018
Q4 | $1.46M | Sell |
32,421
-2,880
| -8% | -$130K | 0.06% | 181 |
|
|
2018
Q3 | $1.75M | Sell |
35,301
-834
| -2% | -$41.4K | 0.06% | 190 |
|
|
2018
Q2 | $1.58M | Sell |
36,135
-1,008
| -3% | -$44.1K | 0.06% | 195 |
|
|
2018
Q1 | $1.44M | Buy |
37,143
+3,973
| +12% | +$154K | 0.06% | 210 |
|
|
2017
Q4 | $1.27M | Buy |
33,170
+1,108
| +3% | +$42.3K | 0.05% | 228 |
|
|
2017
Q3 | $1.2M | Buy |
32,062
+1,288
| +4% | +$48.2K | 0.05% | 235 |
|
|
2017
Q2 | $1M | Buy |
30,774
+3,281
| +12% | +$107K | 0.04% | 260 |
|
|
2017
Q1 | $973K | Buy |
27,493
+1,789
| +7% | +$63.3K | 0.04% | 248 |
|
|
2016
Q4 | $927K | Buy |
+25,704
| New | +$927K | 0.04% | 254 |
|