Sugarloaf Wealth Management’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $38.9K | Hold |
300
| – | – | 0.01% | 326 |
|
|
2024
Q3 | $31K | Hold |
300
| – | – | 0.01% | 360 |
|
|
2024
Q2 | $27K | Hold |
300
| – | – | 0.01% | 358 |
|
|
2024
Q1 | $31.2K | Hold |
300
| – | – | 0.01% | 349 |
|
|
2023
Q4 | $22.2K | Hold |
300
| – | – | 0.01% | 385 |
|
|
2023
Q3 | $17.4K | Hold |
300
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $23.3K | Hold |
300
| – | – | 0.01% | 369 |
|
|
2023
Q1 | $16.6K | Hold |
300
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $12.5K | Hold |
300
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 467 |
|
|
2022
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 485 |
|
|
2022
Q1 | $20K | Hold |
300
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $22K | Hold |
300
| – | – | 0.01% | 410 |
|
|
2021
Q3 | $24K | Hold |
300
| – | – | 0.01% | 387 |
|
|
2021
Q2 | $32K | Hold |
300
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $34 | Hold |
300
| – | – | 0.01% | 332 |
|
|
2020
Q4 | $25K | Hold |
300
| – | – | 0.01% | 346 |
|
|
2020
Q3 | $19K | Hold |
300
| – | – | 0.01% | 368 |
|
|
2020
Q2 | $16K | Sell |
300
-300
| -50% | -$16K | 0.01% | 388 |
|
|
2020
Q1 | $23K | Buy |
600
+100
| +20% | +$3.83K | 0.01% | 307 |
|
|
2019
Q4 | $30K | Buy |
+500
| New | +$30K | 0.01% | 310 |
|