Carson Wealth (CWM LLC)’s CAVA Group CAVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
3,616
+1,758
| +95% | +$148K | ﹤0.01% | 1853 |
|
|
2025
Q1 | $161K | Sell |
1,858
-730
| -28% | -$63.3K | ﹤0.01% | 2066 |
|
|
2024
Q4 | $292K | Buy |
2,588
+736
| +40% | +$83K | ﹤0.01% | 1602 |
|
|
2024
Q3 | $229K | Buy |
1,852
+1,274
| +220% | +$158K | ﹤0.01% | 1686 |
|
|
2024
Q2 | $54K | Buy |
578
+73
| +14% | +$6.82K | ﹤0.01% | 2424 |
|
|
2024
Q1 | $35K | Buy |
505
+254
| +101% | +$17.6K | ﹤0.01% | 2529 |
|
|
2023
Q4 | $11K | Buy |
251
+25
| +11% | +$1.1K | ﹤0.01% | 3118 |
|
|
2023
Q3 | $7K | Buy |
+226
| New | +$7K | ﹤0.01% | 3284 |
|