Accurate 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 | $388K | Sell |
3,371
-37
| -1% | -$4.26K | 0.06% | 310 |
|
|
2025
Q1 | $285K | Buy |
3,408
+131
| +4% | +$11K | 0.05% | 297 |
|
|
2024
Q4 | $340K | Buy |
3,277
+21
| +0.6% | +$2.18K | 0.07% | 275 |
|
|
2024
Q3 | $267K | Sell |
3,256
-31
| -0.9% | -$2.54K | 0.05% | 304 |
|
|
2024
Q2 | $211K | Buy |
3,287
+65
| +2% | +$4.17K | 0.05% | 314 |
|
|
2024
Q1 | $224K | Sell |
3,222
-5
| -0.2% | -$348 | 0.07% | 262 |
|
|
2023
Q4 | $262K | Sell |
3,227
-505
| -14% | -$41.1K | 0.08% | 223 |
|
|
2023
Q3 | $202K | Sell |
3,732
-530
| -12% | -$28.7K | 0.06% | 259 |
|
|
2023
Q2 | $292K | Buy |
+4,262
| New | +$292K | 0.09% | 203 |
|
|
2023
Q1 | – | Sell |
-3,715
| Closed | -$136K | – | 1209 |
|
|
2022
Q4 | $136K | Buy |
+3,715
| New | +$136K | 0.05% | 258 |
|
|
2022
Q2 | – | Sell |
-3,850
| Closed | -$260K | – | 192 |
|
|
2022
Q1 | $260K | Buy |
3,850
+710
| +23% | +$47.9K | 0.12% | 135 |
|
|
2021
Q4 | $440K | Hold |
3,140
| – | – | 0.36% | 76 |
|
|
2021
Q3 | $440K | Buy |
3,140
+50
| +2% | +$7.01K | 0.38% | 77 |
|
|
2021
Q2 | $451K | Buy |
+3,090
| New | +$451K | 0.4% | 64 |
|