Concord Wealth Partners’s CAVA Group CAVA Stock Holding History

Concord Wealth Partners’s Portfolio CAVA Stock Details CAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.85K	Hold
2025 Q1	$9.08K	Hold
2024 Q4	$11.9K	Hold
2024 Q3	$13K	Hold
2024 Q2	$9.75K	Buy
2023 Q4	–	Sell
2023 Q3	$429	Buy