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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Sell |
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2025
Q1 | $23.9K | Buy |
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|
2024
Q4 | $21.3K | Buy |
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|
2024
Q3 | $8.11K | Hold |
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|
2024
Q2 | $7.78K | Hold |
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|
2024
Q1 | $6.9K | Buy |
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|
2023
Q4 | $1.16K | Sell |
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|
2023
Q3 | $6.94K | Sell |
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|
2023
Q2 | $9.79K | Hold |
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|
2023
Q1 | $9.92K | Hold |
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|
2022
Q4 | $8.97K | Sell |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $1K | Buy |
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