Annis Gardner Whiting Capital Advisors’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985 | Buy |
+7
| New | +$985 | ﹤0.01% | 1080 |
|
|
2025
Q1 | – | Sell |
-5
| Closed | -$649 | – | 814 |
|
|
2024
Q4 | $649 | Buy |
+5
| New | +$649 | ﹤0.01% | 731 |
|
|
2024
Q3 | – | Sell |
-5
| Closed | -$450 | – | 917 |
|
|
2024
Q2 | $450 | Hold |
5
| – | – | ﹤0.01% | 922 |
|
|
2024
Q1 | $521 | Hold |
5
| – | – | ﹤0.01% | 901 |
|
|
2023
Q4 | $371 | Buy |
5
+4
| +400% | +$297 | ﹤0.01% | 692 |
|
|
2023
Q3 | $59 | Buy |
+1
| New | +$59 | ﹤0.01% | 674 |
|