Keebeck Wealth Management’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 | $1.91M | Hold |
22,680
| – | – | 0.25% | 101 |
|
2025
Q1 | $1.96M | Hold |
22,680
| – | – | 0.29% | 95 |
|
2024
Q4 | $2.56M | Hold |
22,680
| – | – | 0.37% | 73 |
|
2024
Q3 | $2.81M | Buy |
22,680
+2,580
| +13% | +$320K | 0.41% | 71 |
|
2024
Q2 | $1.86M | Hold |
20,100
| – | – | 0.27% | 95 |
|
2024
Q1 | $1.41M | Hold |
20,100
| – | – | 0.21% | 118 |
|
2023
Q4 | $864K | Hold |
20,100
| – | – | 0.14% | 137 |
|
2023
Q3 | $616K | Buy |
+20,100
| New | +$616K | 0.11% | 151 |
|