TCA
Trifecta Capital Advisors’s Shake Shack SHAK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Hold |
7,200
| – | – | 0.17% | 57 |
|
2025
Q1 | $635K | Sell |
7,200
-800
| -10% | -$70.5K | 0.13% | 57 |
|
2024
Q4 | $1.04M | Hold |
8,000
| – | – | 0.21% | 54 |
|
2024
Q3 | $826K | Hold |
8,000
| – | – | 0.17% | 56 |
|
2024
Q2 | $720K | Hold |
8,000
| – | – | 0.16% | 56 |
|
2024
Q1 | $832K | Hold |
8,000
| – | – | 0.2% | 60 |
|
2023
Q4 | $593K | Hold |
8,000
| – | – | 0.16% | 63 |
|
2023
Q3 | $465K | Hold |
8,000
| – | – | 0.15% | 65 |
|
2023
Q2 | $622K | Hold |
8,000
| – | – | 0.2% | 61 |
|
2023
Q1 | $444K | Hold |
8,000
| – | – | 0.16% | 69 |
|
2022
Q4 | $332K | Buy |
+8,000
| New | +$332K | 0.13% | 74 |
|