Perigon 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
$393K Buy
4,669
+887
+23% +$74.7K 0.01% 748
2025
Q1
$327K Sell
3,782
-317
-8% -$27.4K 0.01% 781
2024
Q4
$482K Buy
4,099
+1,938
+90% +$228K 0.01% 650
2024
Q3
$268K Sell
2,161
-1,118
-34% -$138K 0.01% 830
2024
Q2
$304K Buy
+3,279
New +$304K 0.01% 681