Mount Yale 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	–	Sell	-2,320	Closed	-$205K	–	1505
2025 Q1	$205K	Buy	2,320 +106	+5%	+$9.35K	0.02%	517
2024 Q4	$287K	Sell	2,214 -775	-26%	-$101K	0.02%	454
2024 Q3	$308K	Buy	2,989 +20	+0.7%	+$2.06K	0.03%	427
2024 Q2	$267K	Buy	+2,969	New	+$267K	0.02%	462