Carson Wealth (CWM LLC)’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $369K | Sell |
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|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $216K | Buy |
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|
2024
Q4 | $164K | Buy |
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|
2024
Q3 | $98K | Sell |
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|
2024
Q2 | $94K | Buy |
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|
2024
Q1 | $87K | Sell |
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|
2023
Q4 | $77K | Sell |
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|
2023
Q3 | $78K | Buy |
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|
2023
Q2 | $76K | Sell |
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|
2023
Q1 | $58K | Sell |
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|
2022
Q4 | $48K | Buy |
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|
2022
Q3 | $46K | Buy |
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|
2022
Q2 | $32K | Sell |
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|
2022
Q1 | $61K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $59K | Hold |
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|
2020
Q1 | $59K | Hold |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $59K | Buy |
|