AFAS
Acorn Financial Advisory Services’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Sell |
25,291
-523
| -2% | -$60.3K | 0.48% | 27 |
|
|
2025
Q1 | $2.46M | Sell |
25,814
-566
| -2% | -$54K | 0.45% | 28 |
|
|
2024
Q4 | $2.8M | Sell |
26,380
-769
| -3% | -$81.8K | 0.46% | 30 |
|
|
2024
Q3 | $2.18M | Sell |
27,149
-2,277
| -8% | -$182K | 0.39% | 30 |
|
|
2024
Q2 | $1.94M | Sell |
29,426
-1,768
| -6% | -$117K | 0.36% | 30 |
|
|
2024
Q1 | $2.41M | Sell |
31,194
-3,141
| -9% | -$242K | 0.45% | 27 |
|
|
2023
Q4 | $2.67M | Sell |
34,335
-29,882
| -47% | -$2.33M | 0.47% | 23 |
|
|
2023
Q3 | $3.5M | Buy |
64,217
+6,866
| +12% | +$375K | 0.63% | 22 |
|
|
2023
Q2 | $3.7M | Buy |
57,351
+5,951
| +12% | +$384K | 0.66% | 18 |
|
|
2023
Q1 | $2.46M | Buy |
51,400
+17,448
| +51% | +$836K | 0.48% | 23 |
|
|
2022
Q4 | $1.18M | Sell |
33,952
-725
| -2% | -$25.2K | 0.25% | 57 |
|
|
2022
Q3 | $935K | Buy |
34,677
+23,278
| +204% | +$628K | 0.22% | 67 |
|
|
2022
Q2 | $357K | Buy |
11,399
+10,658
| +1,438% | +$334K | 0.09% | 150 |
|
|
2022
Q1 | $501K | Sell |
741
-15
| -2% | -$10.1K | 0.1% | 135 |
|
|
2021
Q4 | $1.04M | Buy |
756
+9
| +1% | +$12.4K | 0.21% | 78 |
|
|
2021
Q3 | $1.01M | Buy |
747
+49
| +7% | +$66.4K | 0.31% | 78 |
|
|
2021
Q2 | $1.02M | Buy |
698
+11
| +2% | +$16.1K | 0.3% | 90 |
|
|
2021
Q1 | $761K | Buy |
687
+48
| +8% | +$53.2K | 0.28% | 90 |
|
|
2020
Q4 | $724K | Buy |
639
+46
| +8% | +$52.1K | 0.28% | 95 |
|
|
2020
Q3 | $606K | Sell |
593
-265
| -31% | -$271K | 0.32% | 91 |
|
|
2020
Q2 | $814K | Sell |
858
-2
| -0.2% | -$1.9K | 0.57% | 55 |
|
|
2020
Q1 | $359K | Buy |
860
+49
| +6% | +$20.5K | 0.36% | 104 |
|
|
2019
Q4 | $322K | Buy |
+811
| New | +$322K | 0.27% | 125 |
|