MGWM
Marks Group Wealth Management’s CACI CACI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.87M | Sell |
20,714
-2,702
| -12% | -$1.29M | 0.92% | 19 |
|
|
2025
Q1 | $8.59M | Buy |
23,416
+4,546
| +24% | +$1.67M | 0.83% | 47 |
|
|
2024
Q4 | $7.62M | Sell |
18,870
-697
| -4% | -$282K | 0.75% | 60 |
|
|
2024
Q3 | $9.87M | Sell |
19,567
-230
| -1% | -$116K | 0.94% | 20 |
|
|
2024
Q2 | $8.52M | Sell |
19,797
-2,167
| -10% | -$932K | 0.9% | 27 |
|
|
2024
Q1 | $8.32M | Sell |
21,964
-64
| -0.3% | -$24.2K | 0.87% | 37 |
|
|
2023
Q4 | $7.13M | Sell |
22,028
-157
| -0.7% | -$50.8K | 0.81% | 52 |
|
|
2023
Q3 | $6.96M | Sell |
22,185
-179
| -0.8% | -$56.2K | 0.86% | 36 |
|
|
2023
Q2 | $7.62M | Sell |
22,364
-217
| -1% | -$74K | 0.91% | 27 |
|
|
2023
Q1 | $6.69M | Sell |
22,581
-72
| -0.3% | -$21.3K | 0.85% | 40 |
|
|
2022
Q4 | $6.81M | Sell |
22,653
-373
| -2% | -$112K | 0.93% | 22 |
|
|
2022
Q3 | $6.01M | Buy |
23,026
+405
| +2% | +$106K | 0.91% | 31 |
|
|
2022
Q2 | $6.37M | Sell |
22,621
-839
| -4% | -$236K | 0.92% | 20 |
|
|
2022
Q1 | $7.07M | Buy |
23,460
+1,615
| +7% | +$487K | 0.89% | 27 |
|
|
2021
Q4 | $5.87M | Sell |
21,845
-40
| -0.2% | -$10.8K | 0.72% | 56 |
|
|
2021
Q3 | $5.74M | Buy |
21,885
+69
| +0.3% | +$18.1K | 0.78% | 48 |
|
|
2021
Q2 | $5.59M | Buy |
21,816
+314
| +1% | +$80.4K | 0.77% | 54 |
|
|
2021
Q1 | $5.27M | Buy |
21,502
+96
| +0.4% | +$23.5K | 0.78% | 55 |
|
|
2020
Q4 | $5.34M | Sell |
21,406
-86
| -0.4% | -$21.4K | 0.83% | 38 |
|
|
2020
Q3 | $4.58M | Buy |
21,492
+12,316
| +134% | +$2.63M | 0.83% | 46 |
|
|
2020
Q2 | $2.01M | Buy |
+9,176
| New | +$2.01M | 0.41% | 101 |
|