SVB Wealth’s Booz Allen Hamilton BAH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-505
| Closed | -$52.8K | – | 603 |
|
|
2025
Q1 | $52.8K | Buy |
+505
| New | +$60.9K | ﹤0.01% | 532 |
|
|
2023
Q3 | – | Sell |
-2,096
| Closed | -$234K | – | 875 |
|
|
2023
Q2 | $234K | Sell |
2,096
-231
| -10% | -$22.8K | ﹤0.01% | 764 |
|
|
2023
Q1 | $216K | Sell |
2,327
-672
| -22% | -$63.7K | ﹤0.01% | 854 |
|
|
2022
Q4 | $313K | Buy |
2,999
+611
| +26% | +$63.5K | ﹤0.01% | 732 |
|
|
2022
Q3 | $220K | Buy |
+2,388
| New | +$226K | ﹤0.01% | 818 |
|
|
2022
Q1 | – | Sell |
-3,598
| Closed | -$306K | – | 800 |
|
|
2021
Q4 | $306K | Sell |
3,598
-922
| -20% | -$77.8K | 0.01% | 572 |
|
|
2021
Q3 | $359K | Sell |
4,520
-715
| -14% | -$59.8K | ﹤0.01% | 706 |
|
|
2021
Q2 | $446K | Buy |
5,235
+1,438
| +38% | +$122K | 0.01% | 620 |
|
|
2021
Q1 | $306K | Sell |
3,797
-82
| -2% | -$6.88K | ﹤0.01% | 679 |
|
|
2020
Q4 | $338K | Sell |
3,879
-1,390
| -26% | -$118K | 0.01% | 584 |
|
|
2020
Q3 | $438K | Sell |
5,269
-188
| -3% | -$15.4K | 0.01% | 444 |
|
|
2020
Q2 | $425K | Sell |
5,457
-4,092
| -43% | -$309K | 0.01% | 392 |
|
|
2020
Q1 | $655K | Sell |
9,549
-6,563
| -41% | -$484K | 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% | -$92.8K | 0.02% | 249 |
|
|
2019
Q2 | $1.25M | Sell |
18,887
-11,979
| -39% | -$736K | 0.04% | 255 |
|
|
2019
Q1 | $1.79M | Sell |
30,866
-1,555
| -5% | -$80.8K | 0.07% | 173 |
|
|
2018
Q4 | $1.46M | Sell |
32,421
-2,880
| -8% | -$141K | 0.06% | 181 |
|
|
2018
Q3 | $1.75M | Sell |
35,301
-834
| -2% | -$40.7K | 0.06% | 190 |
|
|
2018
Q2 | $1.58M | Sell |
36,135
-1,008
| -3% | -$42.3K | 0.06% | 195 |
|
|
2018
Q1 | $1.44M | Buy |
37,143
+3,973
| +12% | +$154K | 0.06% | 210 |
|
|
2017
Q4 | $1.26M | Buy |
33,170
+1,108
| +3% | +$41.9K | 0.05% | 228 |
|
|
2017
Q3 | $1.2M | Buy |
32,062
+1,288
| +4% | +$44.3K | 0.05% | 235 |
|
|
2017
Q2 | $1M | Buy |
30,774
+3,281
| +12% | +$118K | 0.04% | 260 |
|
|
2017
Q1 | $973K | Buy |
27,493
+1,789
| +7% | +$63.9K | 0.04% | 248 |
|
|
2016
Q4 | $927K | Buy |
+25,704
| New | +$872K | 0.04% | 254 |
|
Other funds holding BAH
