Clearstead Advisors’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 | $333K | Sell |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $231K | Buy |
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|
2024
Q1 | $43 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $56.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
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