Xcel Wealth Management, LLC CAVA Holdings History
Xcel Wealth Management, LLC's Cava Group Inc Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 21,866.00 shares of Cava Group Inc(CAVA), totaling $1.89 Mil. This investment constitutes 0.59% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0.02% of the outstanding Cava Group Inc(CAVA) stock.
The initial trade took place in 2025Q1. And since then Xcel Wealth Management, LLC has made 1 purchases of CAVA, at an average price of $108.42, for a total of 21,866.00 shares. Based on historical transaction data and CAVA's current price of $92.05, Xcel Wealth Management, LLC's estimated gain on his CAVA holdings is $-357,946.42, reflecting a -15.10% gain to date.
Xcel Wealth Management, LLC CAVA ($92.05) Holding Chart
Xcel Wealth Management, LLC CAVA ($92.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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