Cypress Wealth Services’s CAVA Group CAVA Stock Holding History

Cypress Wealth Services’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 Q3	–	Sell
2025 Q2	$457K	Sell
2025 Q1	$470K	Buy
2024 Q4	$554K	Buy
2024 Q3	$589K	Sell
2024 Q2	$476K	Hold
2024 Q1	$360K	Sell
2023 Q4	$283K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Buy