Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CAVA Group CAVA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAVA Stock Details CAVA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$214K Sell
2025
Q2 		$305K Buy
2025
Q1 		$161K Sell
2024
Q4 		$292K Buy
2024
Q3 		$229K Buy
2024
Q2 		$54K Buy
2024
Q1 		$35K Buy
2023
Q4 		$11K Buy
2023
Q3 		$7K Buy