EverSource Wealth 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
2026 Q1	$14.9K	Buy	272 +4	+1%	+$238	﹤0.01%	2685
2025 Q4	$13.5K	Buy	268 +2	+0.8%	+$100	﹤0.01%	2643
2025 Q3	$14.5K	Hold	266	–	–	﹤0.01%	2584
2025 Q2	$16.7K	Sell	266 -224	-46%	-$11.9K	﹤0.01%	2441
2025 Q1	$23.9K	Buy	490 +41	+9%	+$2.1K	﹤0.01%	1600
2024 Q4	$21.3K	Buy	449 +249	+125%	+$11.5K	﹤0.01%	1588
2024 Q3	$8.11K	Hold	200	–	–	﹤0.01%	1981
2024 Q2	$7.78K	Hold	200	–	–	﹤0.01%	2005
2024 Q1	$6.9K	Buy	200 +167	+506%	+$5.81K	﹤0.01%	1881
2023 Q4	$1.16K	Sell	33 -196	-86%	-$6.26K	﹤0.01%	2352
2023 Q3	$6.94K	Sell	229 -54	-19%	-$1.8K	﹤0.01%	1560
2023 Q2	$9.79K	Hold	283	–	–	﹤0.01%	1448
2023 Q1	$9.92K	Hold	283	–	–	﹤0.01%	1361
2022 Q4	$8.97K	Sell	283 -60	-17%	-$2K	﹤0.01%	1370
2022 Q3	$10K	Sell	343 -144	-30%	-$4.37K	﹤0.01%	1129
2022 Q2	$13K	Buy	487 +83	+21%	+$2.76K	﹤0.01%	953
2022 Q1	$16K	Buy	404 +369	+1,054%	+$14.1K	﹤0.01%	784
2021 Q4	$1K	Buy	+35	New	+$1.47K	﹤0.01%	1687