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GeoWealth Management’s Cheesecake Factory CAKE Stock Holding History

GeoWealth Management’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,701
Closed -$223K – 1164
2024
Q4 		$223K Buy
4,701
+4,694
+67,057% +$223K 0.01% 726
2024
Q3 		$284 Buy
+7
New +$284 ﹤0.01% 1652