Heritage Wealth Advisors’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 | $3.37K | Hold |
40
| – | – | ﹤0.01% | 484 |
|
|
2025
Q1 | $3.46K | Hold |
40
| – | – | ﹤0.01% | 478 |
|
|
2024
Q4 | $4.51K | Hold |
40
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $4.95K | Hold |
40
| – | – | ﹤0.01% | 481 |
|
|
2024
Q2 | $3.71K | Hold |
40
| – | – | ﹤0.01% | 461 |
|
|
2024
Q1 | $2.8K | Hold |
40
| – | – | ﹤0.01% | 490 |
|
|
2023
Q4 | $1.72K | Hold |
40
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $1.23K | Buy |
+40
| New | +$1.23K | ﹤0.01% | 473 |
|