Cypress Wealth Services’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 | $457K | Sell |
5,420
-20
| -0.4% | -$1.69K | 0.08% | 182 |
|
|
2025
Q1 | $470K | Buy |
5,440
+525
| +11% | +$45.4K | 0.1% | 163 |
|
|
2024
Q4 | $554K | Buy |
4,915
+160
| +3% | +$18K | 0.11% | 143 |
|
|
2024
Q3 | $589K | Sell |
4,755
-380
| -7% | -$47.1K | 0.12% | 133 |
|
|
2024
Q2 | $476K | Hold |
5,135
| – | – | 0.11% | 149 |
|
|
2024
Q1 | $360K | Sell |
5,135
-1,460
| -22% | -$102K | 0.08% | 175 |
|
|
2023
Q4 | $283K | Buy |
+6,595
| New | +$283K | 0.07% | 193 |
|
|
2023
Q3 | – | Sell |
-4,235
| Closed | -$202K | – | 241 |
|
|
2023
Q2 | $202K | Buy |
+4,235
| New | +$202K | 0.05% | 234 |
|