Great Valley Advisor Group’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 | $2.71M | Buy |
32,198
+2,385
| +8% | +$201K | 0.06% | 260 |
|
|
2025
Q1 | $2.58M | Buy |
29,813
+17,918
| +151% | +$1.55M | 0.06% | 269 |
|
|
2024
Q4 | $1.34M | Buy |
11,895
+2,816
| +31% | +$318K | 0.03% | 384 |
|
|
2024
Q3 | $1.12M | Buy |
9,079
+215
| +2% | +$26.6K | 0.03% | 407 |
|
|
2024
Q2 | $822K | Buy |
8,864
+720
| +9% | +$66.8K | 0.02% | 424 |
|
|
2024
Q1 | $570K | Buy |
8,144
+1,525
| +23% | +$107K | 0.02% | 465 |
|
|
2023
Q4 | $284K | Buy |
+6,619
| New | +$284K | 0.01% | 594 |
|