Concord Wealth Partners’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 | $8.85K | Hold |
105
| – | – | ﹤0.01% | 560 |
|
|
2025
Q1 | $9.08K | Hold |
105
| – | – | ﹤0.01% | 519 |
|
|
2024
Q4 | $11.9K | Hold |
105
| – | – | ﹤0.01% | 510 |
|
|
2024
Q3 | $13K | Hold |
105
| – | – | ﹤0.01% | 531 |
|
|
2024
Q2 | $9.75K | Buy |
+105
| New | +$9.75K | ﹤0.01% | 511 |
|
|
2023
Q4 | – | Sell |
-14
| Closed | -$429 | – | 846 |
|
|
2023
Q3 | $429 | Buy |
+14
| New | +$429 | ﹤0.01% | 989 |
|