Independent Advisor Alliance’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 | $4.05M | Buy |
48,058
+11,276
| +31% | +$950K | 0.12% | 148 |
|
|
2025
Q1 | $3.18M | Buy |
36,782
+2,074
| +6% | +$179K | 0.11% | 174 |
|
|
2024
Q4 | $3.92M | Buy |
34,708
+9,253
| +36% | +$1.04M | 0.05% | 330 |
|
|
2024
Q3 | $3.15M | Buy |
25,455
+15,481
| +155% | +$1.92M | 0.11% | 154 |
|
|
2024
Q2 | $925K | Buy |
9,974
+735
| +8% | +$68.2K | 0.03% | 339 |
|
|
2024
Q1 | $647K | Buy |
9,239
+87
| +1% | +$6.09K | 0.02% | 403 |
|
|
2023
Q4 | $393K | Buy |
+9,152
| New | +$393K | 0.01% | 484 |
|