Jeppson Wealth Management’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
Q3 | $498K | Sell |
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|
2025
Q2 | $593K | Buy |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $448K | Sell |
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|
2024
Q3 | $384K | Buy |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $349K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $95K | Buy |
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