AAS
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Avantax Advisory Services’s Cheesecake Factory CAKE Stock Holding History

Avantax Advisory Services’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,755
Closed -$233K – 2189
2024
Q3 		$233K Sell
5,755
-20
-0.3% -$761 ﹤0.01% 1923
2024
Q2 		$227K Buy
5,775
+174
+3% +$6.45K ﹤0.01% 1885
2024
Q1 		$202K Buy
+5,601
New +$195K ﹤0.01% 1535
2023
Q2 		– Sell
-10,561
Closed -$370K – 1513
2023
Q1 		$370K Buy
10,561
+1,206
+13% +$44.9K ﹤0.01% 1036
2022
Q4 		$297K Buy
9,355
+779
+9% +$26K ﹤0.01% 1114
2022
Q3 		$251K Buy
+8,576
New +$260K ﹤0.01% 1081

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