Wakefield Asset Management’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 |
-30,713
| Closed | -$3.21M | – | 207 |
|
|
2025
Q1 | $3.21M | Buy |
30,713
+9,259
| +43% | +$968K | 0.97% | 35 |
|
|
2024
Q4 | $2.76M | Sell |
21,454
-69
| -0.3% | -$8.88K | 0.93% | 43 |
|
|
2024
Q3 | $3.5M | Buy |
21,523
+78
| +0.4% | +$12.7K | 1.14% | 30 |
|
|
2024
Q2 | $3.3M | Sell |
21,445
-393
| -2% | -$60.5K | 1.16% | 35 |
|
|
2024
Q1 | $3.24M | Buy |
+21,838
| New | +$3.24M | 1.12% | 36 |
|
|
2022
Q3 | – | Sell |
-1,209
| Closed | -$109K | – | 153 |
|
|
2022
Q2 | $109K | Buy |
+1,209
| New | +$109K | 0.05% | 168 |
|
|
2021
Q1 | – | Sell |
-12,282
| Closed | -$1.07M | – | 154 |
|
|
2020
Q4 | $1.07M | Sell |
12,282
-2,057
| -14% | -$179K | 0.45% | 64 |
|
|
2020
Q3 | $1.19M | Sell |
14,339
-317
| -2% | -$26.3K | 0.56% | 55 |
|
|
2020
Q2 | $1.14M | Buy |
+14,656
| New | +$1.14M | 0.54% | 60 |
|