Wealthspire Advisors (New York)’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 | $2.77M | Sell |
32,873
-21,540
| -40% | -$1.81M | 0.02% | 233 |
|
|
2025
Q1 | $4.7M | Buy |
54,413
+585
| +1% | +$50.6K | 0.03% | 165 |
|
|
2024
Q4 | $6.07M | Buy |
53,828
+19,607
| +57% | +$2.21M | 0.06% | 134 |
|
|
2024
Q3 | $4.24M | Sell |
34,221
-7,470
| -18% | -$925K | 0.04% | 156 |
|
|
2024
Q2 | $3.87M | Sell |
41,691
-4,477
| -10% | -$415K | 0.05% | 134 |
|
|
2024
Q1 | $3.23M | Sell |
46,168
-5,115
| -10% | -$358K | 0.04% | 141 |
|
|
2023
Q4 | $2.2M | Buy |
+51,283
| New | +$2.2M | 0.03% | 178 |
|