GeoWealth Management’s Shake Shack SHAK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9	Closed	-$1.17K	–	1698
2024 Q4	$1.17K	Hold	9	–	–	﹤0.01%	1686
2024 Q3	$929	Buy	+9	New	+$929	﹤0.01%	1601
2019 Q4	–	Sell	-2,722	Closed	-$267K	–	191
2019 Q3	$267K	Buy	+2,722	New	+$267K	0.06%	167