JFS 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 | $564 | Hold |
9
| – | – | ﹤0.01% | 1673 |
|
|
2025
Q1 | $438 | Hold |
9
| – | – | ﹤0.01% | 1785 |
|
|
2024
Q4 | $427 | Hold |
9
| – | – | ﹤0.01% | 1798 |
|
|
2024
Q3 | $365 | Hold |
9
| – | – | ﹤0.01% | 1830 |
|
|
2024
Q2 | $354 | Hold |
9
| – | – | ﹤0.01% | 1848 |
|
|
2024
Q1 | $326 | Hold |
9
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q4 | $316 | Buy |
9
+3
| +50% | +$105 | ﹤0.01% | 1857 |
|
|
2023
Q3 | $182 | Sell |
6
-3
| -33% | -$91 | ﹤0.01% | 1871 |
|
|
2023
Q2 | $312 | Buy |
9
+2
| +29% | +$69 | ﹤0.01% | 1826 |
|
|
2023
Q1 | $246 | Hold |
7
| – | – | ﹤0.01% | 1803 |
|
|
2022
Q4 | $222 | Buy |
7
+3
| +75% | +$95 | ﹤0.01% | 1824 |
|
|
2022
Q3 | $0 | Sell |
4
-2
| -33% | – | ﹤0.01% | 1750 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1761 |
|