Rockline 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 |
-5,326
| Closed | -$460K | – | 99 |
|
|
2025
Q1 | $460K | Hold |
5,326
| – | – | 0.13% | 65 |
|
|
2024
Q4 | $601K | Buy |
5,326
+37
| +0.7% | +$4.17K | 0.16% | 66 |
|
|
2024
Q3 | $655K | Buy |
5,289
+138
| +3% | +$17.1K | 0.18% | 65 |
|
|
2024
Q2 | $478K | Buy |
5,151
+1,103
| +27% | +$102K | 0.15% | 69 |
|
|
2024
Q1 | $284K | Buy |
+4,048
| New | +$284K | 0.1% | 83 |
|