WIA
Westbourne Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
51,805
+823
| +2% | +$85.7K | 1.64% | 23 |
|
|
2025
Q1 | $5.33M | Buy |
50,982
+1,903
| +4% | +$199K | 1.89% | 22 |
|
|
2024
Q4 | $6.32M | Buy |
49,079
+2,506
| +5% | +$322K | 2.16% | 17 |
|
|
2024
Q3 | $7.58M | Buy |
46,573
+133
| +0.3% | +$21.6K | 2.65% | 10 |
|
|
2024
Q2 | $7.15M | Sell |
46,440
-849
| -2% | -$131K | 2.59% | 11 |
|
|
2024
Q1 | $7.02M | Sell |
47,289
-1,476
| -3% | -$219K | 2.58% | 11 |
|
|
2023
Q4 | $6.24M | Sell |
48,765
-504
| -1% | -$64.5K | 2.5% | 11 |
|
|
2023
Q3 | $5.38M | Sell |
49,269
-2,245
| -4% | -$245K | 2.47% | 12 |
|
|
2023
Q2 | $5.75M | Buy |
51,514
+1,075
| +2% | +$120K | 2.57% | 10 |
|
|
2023
Q1 | $4.68M | Buy |
50,439
+655
| +1% | +$60.7K | 2.26% | 16 |
|
|
2022
Q4 | $5.2M | Sell |
49,784
-119
| -0.2% | -$12.4K | 2.63% | 12 |
|
|
2022
Q3 | $4.61M | Buy |
+49,903
| New | +$4.61M | 2.44% | 17 |
|
|
2022
Q2 | – | Sell |
-51,731
| Closed | -$4.54M | – | 88 |
|
|
2022
Q1 | $4.54M | Buy |
51,731
+3,921
| +8% | +$344K | 1.88% | 21 |
|
|
2021
Q4 | $4.05M | Buy |
47,810
+1,786
| +4% | +$151K | 1.59% | 22 |
|
|
2021
Q3 | $3.65M | Buy |
46,024
+9,256
| +25% | +$734K | 1.66% | 22 |
|
|
2021
Q2 | $3.13M | Buy |
36,768
+10,049
| +38% | +$856K | 1.42% | 22 |
|
|
2021
Q1 | $2.15M | Buy |
+26,719
| New | +$2.15M | 1.07% | 26 |
|
|
2018
Q4 | – | Sell |
-1,300
| Closed | -$65K | – | 97 |
|
|
2018
Q3 | $65K | Buy |
+1,300
| New | +$65K | 0.05% | 141 |
|