Global Retirement Partners’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 Q4	$6.33K	Sell	78 -249	-76%	-$22K	﹤0.01%	3352
2025 Q3	$30.6K	Buy	327 +149	+84%	+$17.1K	﹤0.01%	2178
2025 Q2	$25K	Buy	+178	New	+$19.4K	﹤0.01%	2165
2024 Q4	$102K	Buy	784 +702	+856%	+$86K	﹤0.01%	1258
2024 Q3	$8.46K	Buy	82 +15	+22%	+$1.45K	﹤0.01%	2354
2024 Q2	$6.03K	Hold	67	–	–	﹤0.01%	2528
2024 Q1	$6.97K	Sell	67 -290	-81%	-$25.4K	﹤0.01%	2273
2023 Q4	$23.3K	Sell	357 -98	-22%	-$6.01K	﹤0.01%	1690
2023 Q3	$26.4K	Hold	455	–	–	﹤0.01%	1539
2023 Q2	$35.4K	Sell	455 -7	-2%	-$450	﹤0.01%	1434
2023 Q1	$24.4K	Buy	462 +100	+28%	+$5.52K	﹤0.01%	1550
2022 Q4	$15K	Sell	362 -7	-2%	-$341	﹤0.01%	1605
2022 Q3	$21K	Buy	369 +10	+3%	+$480	﹤0.01%	1378
2022 Q2	$14K	Buy	359 +25	+7%	+$1.28K	﹤0.01%	1501
2022 Q1	$14K	Buy	+334	New	+$23K	﹤0.01%	1502
2021 Q1	–	Sell	-50	Closed	-$4K	–	1885
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	1508
2020 Q3	$3K	Buy	+50	New	+$2.9K	﹤0.01%	1443