JFS 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 | $564 | Hold |
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|
2025
Q1 | $438 | Hold |
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|
2024
Q4 | $427 | Hold |
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|
2024
Q3 | $365 | Hold |
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|
2024
Q2 | $354 | Hold |
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|
2024
Q1 | $326 | Hold |
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|
2023
Q4 | $316 | Buy |
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|
2023
Q3 | $182 | Sell |
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|
2023
Q2 | $312 | Buy |
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|
2023
Q1 | $246 | Hold |
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|
2022
Q4 | $222 | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $0 | Buy |
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