MWM
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Moran Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Moran Wealth 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
Q2 		– Sell
-4,279
Closed -$208K – 474
2025
Q1 		$208K Sell
4,279
-108
-2% -$5.26K 0.01% 427
2024
Q4 		$208K Buy
+4,387
New +$208K 0.01% 404