AO
Advisor OS’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
+4,198
| New | +$484K | 0.05% | 260 |
|
|
2022
Q1 | – | Sell |
-742
| Closed | -$1.02M | – | 241 |
|
|
2021
Q4 | $1.02M | Buy |
742
+176
| +31% | +$242K | 0.21% | 109 |
|
|
2021
Q3 | $766K | Sell |
566
-14
| -2% | -$18.9K | 0.17% | 114 |
|
|
2021
Q2 | $847K | Buy |
580
+102
| +21% | +$149K | 0.18% | 100 |
|
|
2021
Q1 | $528K | Buy |
478
+87
| +22% | +$96.1K | 0.12% | 116 |
|
|
2020
Q4 | $442K | Buy |
391
+54
| +16% | +$61K | 0.12% | 90 |
|
|
2020
Q3 | $345K | Buy |
337
+72
| +27% | +$73.7K | 0.14% | 73 |
|
|
2020
Q2 | $252K | Buy |
+265
| New | +$252K | 0.15% | 111 |
|