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Baldwin Wealth Partners’s Shake Shack SHAK Stock Holding History

Baldwin Wealth Partners’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$1.03K – 867
2024
Q3 		$1.03K Hold
10
– – ﹤0.01% 1006
2024
Q2 		$900 Hold
10
– – ﹤0.01% 726
2024
Q1 		$1.04K Hold
10
– – ﹤0.01% 659
2023
Q4 		$741 Hold
10
– – ﹤0.01% 690
2023
Q3 		$581 Hold
10
– – ﹤0.01% 723
2023
Q2 		$777 Hold
10
– – ﹤0.01% 727
2023
Q1 		$555 Hold
10
– – ﹤0.01% 773
2022
Q4 		$415 Hold
10
– – ﹤0.01% 767
2022
Q3 		$0 Buy
+10
New +$480 ﹤0.01% 698

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1WCM
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GGHC
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Invesco
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Balyasny Asset Management
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Geode Capital Management
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Dimensional Fund Advisors
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