J.P. Morgan Private Wealth Advisors’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $561K | Sell |
9,657
-18,709
| -66% | -$1.09M | ﹤0.01% | 1204 |
|
|
2023
Q2 | $2.2M | Sell |
28,366
-39,063
| -58% | -$3.04M | 0.01% | 532 |
|
|
2023
Q1 | $3.74M | Sell |
67,429
-3,786
| -5% | -$210K | 0.01% | 667 |
|
|
2022
Q4 | $2.96M | Sell |
71,215
-7,058
| -9% | -$293K | 0.01% | 726 |
|
|
2022
Q3 | $3.52M | Buy |
78,273
+62,517
| +397% | +$2.81M | 0.01% | 656 |
|
|
2022
Q2 | $622K | Buy |
15,756
+2,469
| +19% | +$97.5K | ﹤0.01% | 1368 |
|
|
2022
Q1 | $902K | Buy |
13,287
+1,161
| +10% | +$78.8K | ﹤0.01% | 1269 |
|
|
2021
Q4 | $875K | Sell |
12,126
-4,619
| -28% | -$333K | ﹤0.01% | 1313 |
|
|
2021
Q3 | $1.31M | Sell |
16,745
-7,400
| -31% | -$581K | ﹤0.01% | 1083 |
|
|
2021
Q2 | $2.58M | Buy |
24,145
+16,085
| +200% | +$1.72M | 0.01% | 780 |
|
|
2021
Q1 | $909K | Sell |
8,060
-4,167
| -34% | -$470K | ﹤0.01% | 1082 |
|
|
2020
Q4 | $1.04M | Buy |
+12,227
| New | +$1.04M | ﹤0.01% | 999 |
|