Cerity Partners’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 | $794K | Buy |
5,646
+1,905
| +51% | +$268K | ﹤0.01% | 1624 |
|
|
2025
Q1 | $330K | Buy |
3,741
+994
| +36% | +$87.6K | ﹤0.01% | 1970 |
|
|
2024
Q4 | $289K | Sell |
2,747
-912
| -25% | -$96K | ﹤0.01% | 2053 |
|
|
2024
Q3 | $378K | Buy |
+3,659
| New | +$378K | ﹤0.01% | 1932 |
|
|
2024
Q2 | – | Sell |
-4,809
| Closed | -$500K | – | 2392 |
|
|
2024
Q1 | $500K | Buy |
+4,809
| New | +$500K | ﹤0.01% | 1595 |
|