BWA
Burt Wealth Advisors’s CACI CACI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Hold |
80,722
| – | – | 8.8% | 1 |
|
|
2025
Q1 | $29.6M | Hold |
80,722
| – | – | 7.42% | 4 |
|
|
2024
Q4 | $32.6M | Buy |
80,722
+30
| +0% | +$12.1K | 8.28% | 2 |
|
|
2024
Q3 | $40.7M | Sell |
80,692
-500
| -0.6% | -$252K | 10.02% | 1 |
|
|
2024
Q2 | $34.9M | Sell |
81,192
-2,534
| -3% | -$1.09M | 9.2% | 1 |
|
|
2024
Q1 | $31.7M | Buy |
83,726
+44
| +0.1% | +$16.7K | 8.04% | 1 |
|
|
2023
Q4 | $27.1M | Hold |
83,682
| – | – | 7.74% | 1 |
|
|
2023
Q3 | $26.3M | Sell |
83,682
-2,205
| -3% | -$692K | 8.07% | 2 |
|
|
2023
Q2 | $29.3M | Sell |
85,887
-18,377
| -18% | -$6.26M | 8.82% | 2 |
|
|
2023
Q1 | $30.9M | Sell |
104,264
-1,973
| -2% | -$585K | 9.6% | 1 |
|
|
2022
Q4 | $31.9M | Sell |
106,237
-10,410
| -9% | -$3.13M | 10.7% | 1 |
|
|
2022
Q3 | $30.5M | Hold |
116,647
| – | – | 12.22% | 1 |
|
|
2022
Q2 | $32.9M | Hold |
116,647
| – | – | 11.42% | 1 |
|
|
2022
Q1 | $35.1M | Sell |
116,647
-8,676
| -7% | -$2.61M | 10.54% | 2 |
|
|
2021
Q4 | $33.7M | Buy |
125,323
+11,800
| +10% | +$3.18M | 11.02% | 2 |
|
|
2021
Q3 | $29.8M | Buy |
+113,523
| New | +$29.8M | 9.48% | 3 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 362 |
|
|
2017
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 406 |
|
|
2017
Q1 | – | Sell |
-1
| Closed | -$1K | – | 358 |
|
|
2016
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 366 |
|
|
2016
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 364 |
|
|
2016
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 376 |
|
|
2016
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 485 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 486 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 400 |
|
|
2015
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 366 |
|
|
2015
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 335 |
|
|
2014
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 328 |
|