Creative Planning’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 | $989K | Sell |
11,746
-2,258
| -16% | -$190K | ﹤0.01% | 1848 |
|
|
2025
Q1 | $1.21M | Buy |
14,004
+7,030
| +101% | +$607K | ﹤0.01% | 1555 |
|
|
2024
Q4 | $787K | Buy |
6,974
+789
| +13% | +$89K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $766K | Buy |
6,185
+1,139
| +23% | +$141K | ﹤0.01% | 1737 |
|
|
2024
Q2 | $468K | Buy |
5,046
+1,000
| +25% | +$92.8K | ﹤0.01% | 1987 |
|
|
2024
Q1 | $283K | Buy |
+4,046
| New | +$283K | ﹤0.01% | 2291 |
|