Wealth Enhancement Advisory Services’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 | $547K | Buy |
8,329
+864
| +12% | +$56.8K | ﹤0.01% | 2146 |
|
2025
Q1 | $363K | Buy |
7,465
+416
| +6% | +$20.2K | ﹤0.01% | 2274 |
|
2024
Q4 | $334K | Buy |
7,049
+386
| +6% | +$18.3K | ﹤0.01% | 2273 |
|
2024
Q3 | $270K | Buy |
6,663
+82
| +1% | +$3.33K | ﹤0.01% | 2228 |
|
2024
Q2 | $259K | Sell |
6,581
-108
| -2% | -$4.24K | ﹤0.01% | 2082 |
|
2024
Q1 | $242K | Buy |
6,689
+143
| +2% | +$5.17K | ﹤0.01% | 2062 |
|
2023
Q4 | $229K | Buy |
+6,546
| New | +$229K | ﹤0.01% | 2013 |
|