Abound Wealth 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
$253K Buy
2,189
+170
+8% +$19.6K 0.07% 62
2025
Q1
$193K Buy
2,019
+214
+12% +$20.4K 0.06% 73
2024
Q4
$192K Sell
1,805
-58
-3% -$6.17K 0.06% 70
2024
Q3
$149K Buy
1,863
+48
+3% +$3.85K 0.05% 75
2024
Q2
$120K Sell
1,815
-20
-1% -$1.32K 0.04% 80
2024
Q1
$142K Buy
1,835
+20
+1% +$1.54K 0.05% 72
2023
Q4
$141K Buy
1,815
+15
+0.8% +$1.17K 0.06% 71
2023
Q3
$98.2K Hold
1,800
0.04% 78
2023
Q2
$116K Hold
1,800
0.05% 69
2023
Q1
$86.3K Hold
1,800
0.04% 83
2022
Q4
$62.5K Hold
1,800
0.03% 97
2022
Q3
$48.5K Buy
+1,800
New +$48.5K 0.03% 116
2022
Q1
Sell
-1,950
Closed -$269K 121
2021
Q4
$269K Buy
+1,950
New +$269K 0.21% 33