Mount Yale Investment 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 | $769K | Hold |
12,267
| – | – | 0.06% | 258 |
|
|
2025
Q1 | $597K | Buy |
12,267
+1,664
| +16% | +$81K | 0.05% | 290 |
|
|
2024
Q4 | $503K | Hold |
10,603
| – | – | 0.04% | 341 |
|
|
2024
Q3 | $430K | Hold |
10,603
| – | – | 0.04% | 368 |
|
|
2024
Q2 | $417K | Hold |
10,603
| – | – | 0.03% | 377 |
|
|
2024
Q1 | $383K | Buy |
10,603
+1,681
| +19% | +$60.8K | 0.03% | 400 |
|
|
2023
Q4 | $312K | Hold |
8,922
| – | – | 0.03% | 404 |
|
|
2023
Q3 | $270K | Hold |
8,922
| – | – | 0.03% | 411 |
|
|
2023
Q2 | $309K | Buy |
+8,922
| New | +$309K | 0.03% | 383 |
|