Laird Norton Wetherby Wealth Management’s CAVA Group CAVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,853
| Closed | -$357K | – | 934 |
|
|
2024
Q2 | $357K | Buy |
3,853
+823
| +27% | +$76.3K | 0.02% | 640 |
|
|
2024
Q1 | $212K | Sell |
3,030
-2,370
| -44% | -$166K | 0.01% | 863 |
|
|
2023
Q4 | $232K | Buy |
+5,400
| New | +$232K | 0.01% | 806 |
|
|
2023
Q3 | – | Sell |
-5,600
| Closed | -$229K | – | 907 |
|
|
2023
Q2 | $229K | Buy |
+5,600
| New | +$229K | 0.01% | 796 |
|