Carson Wealth (CWM LLC)’s Shake Shack SHAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
4,563
+2,117
| +87% | +$298K | ﹤0.01% | 1482 |
|
|
2025
Q1 | $216K | Buy |
2,446
+1,183
| +94% | +$104K | ﹤0.01% | 1872 |
|
|
2024
Q4 | $164K | Buy |
1,263
+315
| +33% | +$40.9K | ﹤0.01% | 1958 |
|
|
2024
Q3 | $98K | Sell |
948
-98
| -9% | -$10.1K | ﹤0.01% | 2201 |
|
|
2024
Q2 | $94K | Buy |
1,046
+207
| +25% | +$18.6K | ﹤0.01% | 2007 |
|
|
2024
Q1 | $87K | Sell |
839
-194
| -19% | -$20.1K | ﹤0.01% | 1956 |
|
|
2023
Q4 | $77K | Sell |
1,033
-316
| -23% | -$23.6K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $78K | Buy |
1,349
+367
| +37% | +$21.2K | ﹤0.01% | 1790 |
|
|
2023
Q2 | $76K | Sell |
982
-55
| -5% | -$4.26K | ﹤0.01% | 1711 |
|
|
2023
Q1 | $58K | Sell |
1,037
-129
| -11% | -$7.22K | ﹤0.01% | 1779 |
|
|
2022
Q4 | $48K | Buy |
1,166
+154
| +15% | +$6.34K | ﹤0.01% | 1768 |
|
|
2022
Q3 | $46K | Buy |
1,012
+200
| +25% | +$9.09K | ﹤0.01% | 1700 |
|
|
2022
Q2 | $32K | Sell |
812
-80
| -9% | -$3.15K | ﹤0.01% | 1851 |
|
|
2022
Q1 | $61K | Buy |
892
+306
| +52% | +$20.9K | ﹤0.01% | 1517 |
|
|
2021
Q4 | $42K | Buy |
+586
| New | +$42K | ﹤0.01% | 1648 |
|
|
2021
Q2 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2021
Q1 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q4 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q3 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q2 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q1 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q4 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q3 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q2 | $59K | Hold |
555
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q1 | $59K | Buy |
+555
| New | +$59K | ﹤0.01% | 1325 |
|