AA Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
4,884
-1,386
| -22% | -$160K | 0.12% | 104 |
|
|
2025
Q1 | $599K | Buy |
6,270
+131
| +2% | +$12.5K | 0.15% | 89 |
|
|
2024
Q4 | $653K | Buy |
6,139
+86
| +1% | +$9.14K | 0.17% | 85 |
|
|
2024
Q3 | $485K | Sell |
6,053
-135
| -2% | -$10.8K | 0.14% | 104 |
|
|
2024
Q2 | $409K | Buy |
6,188
+42
| +0.7% | +$2.77K | 0.14% | 109 |
|
|
2024
Q1 | $474K | Buy |
+6,146
| New | +$474K | 0.19% | 95 |
|