Mount Yale Investment Advisors’s Cheesecake Factory CAKE Stock Holding History

Mount Yale Investment Advisors’s Portfolio CAKE Stock Details CAKE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$769K	Buy
2025 Q2	$769K	Hold
2025 Q1	$597K	Buy
2024 Q4	$503K	Hold
2024 Q3	$430K	Hold
2024 Q2	$417K	Hold
2024 Q1	$383K	Buy
2023 Q4	$312K	Hold
2023 Q3	$270K	Hold
2023 Q2	$309K	Buy