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