National Wealth Management Group’s CAVA Group CAVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,689
Closed -$416K 152
2024
Q4
$416K Hold
3,689
0.28% 85
2024
Q3
$457K Hold
3,689
0.31% 78
2024
Q2
$342K Hold
3,689
0.26% 84
2024
Q1
$258K Buy
+3,689
New +$258K 0.2% 117