Advisors Capital 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
$201K Sell
1,742
-534
-23% -$61.6K ﹤0.01% 508
2025
Q1
$217K Buy
2,276
+275
+14% +$26.3K ﹤0.01% 485
2024
Q4
$213K Buy
+2,001
New +$213K ﹤0.01% 497
2022
Q2
Sell
-4,980
Closed -$337K 454
2022
Q1
$337K Sell
4,980
-900
-15% -$60.9K 0.01% 349
2021
Q4
$811K Buy
+5,880
New +$811K 0.02% 276