Integrated Wealth Concepts’s CACI CACI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$810K Buy
1,700
+215
+14% +$102K 0.01% 1032
2025
Q1
$545K Sell
1,485
-248
-14% -$91K 0.01% 1108
2024
Q4
$700K Buy
1,733
+391
+29% +$158K 0.01% 977
2024
Q3
$677K Buy
1,342
+12
+0.9% +$6.06K 0.01% 956
2024
Q2
$572K Hold
1,330
0.01% 989
2024
Q1
$504K Buy
1,330
+6
+0.5% +$2.27K 0.01% 1052
2023
Q4
$429K Hold
1,324
0.01% 1069
2023
Q3
$416K Hold
1,324
0.01% 1061
2023
Q2
$451K Hold
1,324
0.01% 1033
2023
Q1
$392K Buy
+1,324
New +$392K 0.01% 948