Avior Wealth Management’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Hold |
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|
2025
Q1 | $1.08M | Hold |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $977K | Hold |
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|
2024
Q2 | $947K | Buy |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $834K | Hold |
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|
2023
Q3 | $722K | Hold |
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|
2023
Q2 | $824K | Sell |
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|
2023
Q1 | $1.46M | Hold |
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|
2022
Q4 | $1.32M | Hold |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $622K | Hold |
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|
2022
Q1 | $937K | Sell |
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|
2021
Q4 | $1.1M | Hold |
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|
2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.97M | Hold |
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|
2020
Q4 | $1.25M | Hold |
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|
2020
Q3 | $934K | Buy |
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|
2020
Q2 | $700K | Buy |
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|
2020
Q1 | $447K | Buy |
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|
2019
Q4 | $823K | Hold |
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|
2019
Q3 | $883K | Hold |
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|
2019
Q2 | $926K | Hold |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $598K | Hold |
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|
2018
Q3 | $737K | Hold |
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|
2018
Q2 | $758K | Hold |
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|
2018
Q1 | $663K | Hold |
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|
2017
Q4 | $663K | Buy |
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