CWM
Congress Wealth Management’s CACI CACI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
34,387
+8,094
| +31% | +$3.86M | 0.16% | 160 |
|
|
2025
Q1 | $9.65M | Sell |
26,293
-534
| -2% | -$196K | 0.12% | 206 |
|
|
2024
Q4 | $10.6M | Buy |
26,827
+500
| +2% | +$198K | 0.15% | 189 |
|
|
2024
Q3 | $13.3M | Buy |
+26,327
| New | +$13.3M | 0.18% | 169 |
|