Wealthcare Advisory Partners’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 | $1.9M | Buy |
13,512
+106
| +0.8% | +$14.9K | 0.04% | 336 |
|
2025
Q1 | $1.18M | Hold |
13,406
| – | – | 0.03% | 409 |
|
2024
Q4 | $1.74M | Sell |
13,406
-145
| -1% | -$18.8K | 0.05% | 300 |
|
2024
Q3 | $1.4M | Sell |
13,551
-9
| -0.1% | -$929 | 0.04% | 339 |
|
2024
Q2 | $1.22M | Sell |
13,560
-32
| -0.2% | -$2.88K | 0.04% | 337 |
|
2024
Q1 | $1.41M | Sell |
13,592
-19
| -0.1% | -$1.98K | 0.05% | 299 |
|
2023
Q4 | $1.01M | Buy |
13,611
+25
| +0.2% | +$1.85K | 0.04% | 311 |
|
2023
Q3 | $789K | Buy |
13,586
+30
| +0.2% | +$1.74K | 0.04% | 323 |
|
2023
Q2 | $1.05M | Buy |
13,556
+15
| +0.1% | +$1.17K | 0.05% | 273 |
|
2023
Q1 | $751K | Sell |
13,541
-8
| -0.1% | -$444 | 0.03% | 358 |
|
2022
Q4 | $563K | Buy |
13,549
+310
| +2% | +$12.9K | 0.03% | 392 |
|
2022
Q3 | $595K | Hold |
13,239
| – | – | 0.03% | 317 |
|
2022
Q2 | $523K | Buy |
13,239
+4,374
| +49% | +$173K | 0.03% | 316 |
|
2022
Q1 | $602K | Buy |
8,865
+1,477
| +20% | +$100K | 0.04% | 275 |
|
2021
Q4 | $533K | Buy |
7,388
+220
| +3% | +$15.9K | 0.03% | 310 |
|
2021
Q3 | $562K | Buy |
7,168
+15
| +0.2% | +$1.18K | 0.04% | 294 |
|
2021
Q2 | $766K | Buy |
7,153
+1,410
| +25% | +$151K | 0.05% | 232 |
|
2021
Q1 | $648K | Buy |
+5,743
| New | +$648K | 0.05% | 248 |
|
2020
Q2 | – | Sell |
-25
| Closed | -$1K | – | 1170 |
|
2020
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1427 |
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1341 |
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1237 |
|
2019
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1195 |
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1169 |
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1156 |
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1133 |
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1133 |
|
2018
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1024 |
|