Creative Planning’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 | $918K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $501K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $18K | Sell |
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|
2017
Q1 | $33K | Buy |
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|
2016
Q4 | $23K | Buy |
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|
2016
Q3 | $19K | Buy |
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|
2016
Q2 | $18K | Hold |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $87K | Buy |
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|
2015
Q3 | $47K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $26K | Sell |
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|
2014
Q4 | $32K | Sell |
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|
2014
Q3 | $30K | Buy |
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|
2014
Q2 | $20K | Sell |
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|
2014
Q1 | $133K | Buy |
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|
2013
Q4 | $135K | Hold |
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|
2013
Q3 | $123K | Hold |
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|
2013
Q2 | $117K | Buy |
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