Bell Investment 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 | $3.66K | Buy |
26
+6
| +30% | +$844 | ﹤0.01% | 1129 |
|
|
2025
Q1 | $1.76K | Hold |
20
| – | – | ﹤0.01% | 1350 |
|
|
2024
Q4 | $2.6K | Hold |
20
| – | – | ﹤0.01% | 1227 |
|
|
2024
Q3 | $2.07K | Hold |
20
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q2 | $1.8K | Hold |
20
| – | – | ﹤0.01% | 1398 |
|
|
2024
Q1 | $2.08K | Hold |
20
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q4 | $1.48K | Hold |
20
| – | – | ﹤0.01% | 1453 |
|
|
2023
Q3 | $1.16K | Hold |
20
| – | – | ﹤0.01% | 1514 |
|
|
2023
Q2 | $1.56K | Hold |
20
| – | – | ﹤0.01% | 1419 |
|
|
2023
Q1 | $1.11K | Hold |
20
| – | – | ﹤0.01% | 1523 |
|
|
2022
Q4 | $831 | Hold |
20
| – | – | ﹤0.01% | 1639 |
|
|
2022
Q3 | $1K | Sell |
20
-21
| -51% | -$1.05K | ﹤0.01% | 1564 |
|
|
2022
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 1228 |
|
|
2021
Q4 | $1K | Sell |
20
-6
| -23% | -$300 | ﹤0.01% | 1594 |
|
|
2021
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1151 |
|