Moneta Group Investment Advisors’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 | $281K | Buy |
+1,997
| New | +$281K | ﹤0.01% | 579 |
|
|
2025
Q1 | – | Sell |
-2,400
| Closed | -$312K | – | 701 |
|
|
2024
Q4 | $312K | Hold |
2,400
| – | – | ﹤0.01% | 522 |
|
|
2024
Q3 | $248K | Hold |
2,400
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $216K | Sell |
2,400
-47
| -2% | -$4.23K | ﹤0.01% | 562 |
|
|
2024
Q1 | $255K | Buy |
+2,447
| New | +$255K | ﹤0.01% | 528 |
|
|
2018
Q2 | – | Sell |
-530
| Closed | -$22K | – | 597 |
|
|
2018
Q1 | $22K | Buy |
530
+500
| +1,667% | +$20.8K | ﹤0.01% | 392 |
|
|
2017
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 430 |
|