Marks Group Wealth Management’s Cavco Industries CVCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Sell	2,988 -3,390	-53%	-$1.92M	0.14%	167
2025 Q4	$3.77M	Sell	6,378 -3,937	-38%	-$2.23M	0.36%	86
2025 Q3	$5.99M	Sell	10,315 -495	-5%	-$242K	0.56%	80
2025 Q2	$4.7M	Sell	10,810 -10	-0.1%	-$4.68K	0.44%	82
2025 Q1	$5.62M	Sell	10,820 -406	-4%	-$204K	0.54%	74
2024 Q4	$5.01M	Buy	11,226 +89	+0.8%	+$40.9K	0.49%	78
2024 Q3	$4.77M	Buy	11,137 +3,106	+39%	+$1.23M	0.46%	83
2024 Q2	$2.78M	Buy	8,031 +115	+1%	+$41.8K	0.29%	95
2024 Q1	$3.16M	Buy	7,916 +136	+2%	+$48.2K	0.33%	90
2023 Q4	$2.7M	Buy	7,780 +89	+1%	+$25.4K	0.31%	97
2023 Q3	$2.04M	Sell	7,691 -99	-1%	-$27.8K	0.25%	118
2023 Q2	$2.3M	Sell	7,790 -103	-1%	-$29.6K	0.27%	114
2023 Q1	$2.51M	Sell	7,893 -107	-1%	-$29.6K	0.32%	104
2022 Q4	$1.81M	Buy	8,000 +121	+2%	+$26.9K	0.25%	119
2022 Q3	$1.62M	Buy	7,879 +3,466	+79%	+$821K	0.25%	119
2022 Q2	$865K	Buy	4,413 +60	+1%	+$13.4K	0.12%	176
2022 Q1	$1.05M	Buy	4,353 +208	+5%	+$57.4K	0.13%	162
2021 Q4	$1.33M	Buy	4,145 +3	+0.1%	+$835	0.16%	138
2021 Q3	$946K	Sell	4,142 -2,670	-39%	-$642K	0.13%	155
2021 Q2	$1.51M	Buy	6,812 +160	+2%	+$34.9K	0.21%	128
2021 Q1	$1.49M	Buy	6,652 +329	+5%	+$68.6K	0.22%	121
2020 Q4	$1.11M	Buy	6,323 +559	+10%	+$104K	0.17%	138
2020 Q3	$1.04M	Buy	5,764 +380	+7%	+$72.5K	0.19%	132
2020 Q2	$1.05M	Buy	5,384 +233	+5%	+$38.2K	0.21%	120
2020 Q1	$745K	Buy	5,151 +348	+7%	+$68.4K	0.19%	131
2019 Q4	$938K	Buy	+4,803	New	+$941K	0.18%	142