Carson Wealth (CWM LLC)’s CACI CACI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
2,896
+411
| +17% | +$196K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $912K | Sell |
2,485
-49
| -2% | -$18K | ﹤0.01% | 1179 |
|
|
2024
Q4 | $1.02M | Buy |
2,534
+534
| +27% | +$216K | ﹤0.01% | 1067 |
|
|
2024
Q3 | $1.01M | Buy |
2,000
+217
| +12% | +$109K | ﹤0.01% | 1023 |
|
|
2024
Q2 | $767K | Buy |
1,783
+161
| +10% | +$69.3K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $614K | Sell |
1,622
-130
| -7% | -$49.2K | ﹤0.01% | 1057 |
|
|
2023
Q4 | $567K | Sell |
1,752
-137
| -7% | -$44.3K | ﹤0.01% | 1013 |
|
|
2023
Q3 | $593K | Buy |
1,889
+1,735
| +1,127% | +$545K | ﹤0.01% | 927 |
|
|
2023
Q2 | $52K | Buy |
154
+63
| +69% | +$21.3K | ﹤0.01% | 1954 |
|
|
2023
Q1 | $27K | Buy |
91
+4
| +5% | +$1.19K | ﹤0.01% | 2279 |
|
|
2022
Q4 | $26K | Sell |
87
-173
| -67% | -$51.7K | ﹤0.01% | 2172 |
|
|
2022
Q3 | $68K | Buy |
260
+33
| +15% | +$8.63K | ﹤0.01% | 1506 |
|
|
2022
Q2 | $64K | Sell |
227
-8
| -3% | -$2.26K | ﹤0.01% | 1508 |
|
|
2022
Q1 | $71K | Sell |
235
-8
| -3% | -$2.42K | ﹤0.01% | 1456 |
|
|
2021
Q4 | $65K | Buy |
+243
| New | +$65K | ﹤0.01% | 1468 |
|
|
2021
Q2 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2021
Q1 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q4 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q3 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q2 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2020
Q1 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q4 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q3 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q2 | $61K | Hold |
238
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q1 | $61K | Buy |
238
+228
| +2,280% | +$58.4K | ﹤0.01% | 1315 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1845 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$2K | – | 1844 |
|
|
2018
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 1353 |
|
|
2018
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 1152 |
|