EverSource Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Sell |
266
-224
| -46% | -$14K | ﹤0.01% | 2433 |
|
|
2025
Q1 | $23.9K | Buy |
490
+41
| +9% | +$2K | ﹤0.01% | 1598 |
|
|
2024
Q4 | $21.3K | Buy |
449
+249
| +125% | +$11.8K | ﹤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% | +$5.77K | ﹤0.01% | 1881 |
|
|
2023
Q4 | $1.16K | Sell |
33
-196
| -86% | -$6.86K | ﹤0.01% | 2352 |
|
|
2023
Q3 | $6.94K | Sell |
229
-54
| -19% | -$1.64K | ﹤0.01% | 1560 |
|
|
2023
Q2 | $9.79K | Hold |
283
| – | – | ﹤0.01% | 1448 |
|
|
2023
Q1 | $9.92K | Hold |
283
| – | – | ﹤0.01% | 1360 |
|
|
2022
Q4 | $8.97K | Sell |
283
-60
| -17% | -$1.9K | ﹤0.01% | 1370 |
|
|
2022
Q3 | $10K | Sell |
343
-144
| -30% | -$4.2K | ﹤0.01% | 1129 |
|
|
2022
Q2 | $13K | Buy |
487
+83
| +21% | +$2.22K | ﹤0.01% | 953 |
|
|
2022
Q1 | $16K | Buy |
404
+369
| +1,054% | +$14.6K | ﹤0.01% | 784 |
|
|
2021
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1687 |
|