Abbot Financial Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
10,654
+990
| +10% | +$114K | 0.57% | 50 |
|
|
2025
Q1 | $923K | Buy |
9,664
+30
| +0.3% | +$2.86K | 0.48% | 55 |
|
|
2024
Q4 | $1.02M | Sell |
9,634
-2,021
| -17% | -$215K | 0.51% | 50 |
|
|
2024
Q3 | $934K | Buy |
11,655
+251
| +2% | +$20.1K | 0.47% | 56 |
|
|
2024
Q2 | $753K | Buy |
11,404
+3,472
| +44% | +$229K | 0.4% | 67 |
|
|
2024
Q1 | $612K | Buy |
7,932
+502
| +7% | +$38.7K | 0.34% | 80 |
|
|
2023
Q4 | $579K | Buy |
7,430
+712
| +11% | +$55.5K | 0.35% | 78 |
|
|
2023
Q3 | $367K | Buy |
6,718
+400
| +6% | +$21.8K | 0.25% | 92 |
|
|
2023
Q2 | $408K | Sell |
6,318
-535
| -8% | -$34.6K | 0.26% | 83 |
|
|
2023
Q1 | $329K | Hold |
6,853
| – | – | 0.22% | 94 |
|
|
2022
Q4 | $238K | Buy |
+6,853
| New | +$238K | 0.16% | 105 |
|
|
2022
Q3 | – | Sell |
-6,900
| Closed | -$216K | – | 122 |
|
|
2022
Q2 | $216K | Buy |
6,900
+3,340
| +94% | +$105K | 0.13% | 117 |
|
|
2022
Q1 | $241K | Buy |
3,560
+530
| +17% | +$35.9K | 0.12% | 121 |
|
|
2021
Q4 | $417K | Buy |
3,030
+60
| +2% | +$8.26K | 0.19% | 99 |
|
|
2021
Q3 | $403K | Buy |
2,970
+60
| +2% | +$8.14K | 0.18% | 99 |
|
|
2021
Q2 | $425K | Buy |
2,910
+530
| +22% | +$77.4K | 0.19% | 95 |
|
|
2021
Q1 | $263K | Buy |
2,380
+420
| +21% | +$46.4K | 0.12% | 114 |
|
|
2020
Q4 | $222K | Hold |
1,960
| – | – | 0.13% | 114 |
|
|
2020
Q3 | $201K | Sell |
1,960
-300
| -13% | -$30.8K | 0.13% | 109 |
|
|
2020
Q2 | $215K | Buy |
+2,260
| New | +$215K | 0.15% | 102 |
|