Regent Peak Wealth Advisors’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	$274K	Buy	3,166 +186	+6%	+$16.1K	0.06%	128
2024 Q4	$336K	Hold	2,980	–	–	0.08%	109
2024 Q3	$369K	Sell	2,980 -2	-0.1%	-$248	0.08%	104
2024 Q2	$277K	Buy	+2,982	New	+$277K	0.06%	130