Napa 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 | – | Sell |
-5,407
| Closed | -$467K | – | 139 |
|
|
2025
Q1 | $467K | Sell |
5,407
-145
| -3% | -$12.5K | 0.26% | 123 |
|
|
2024
Q4 | $626K | Buy |
5,552
+355
| +7% | +$40K | 0.27% | 104 |
|
|
2024
Q3 | $644K | Buy |
5,197
+1,172
| +29% | +$145K | 0.3% | 88 |
|
|
2024
Q2 | $373K | Buy |
+4,025
| New | +$373K | 0.25% | 81 |
|