Alan B. Lancz & Associates’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Hold |
8,350
| – | – | 0.96% | 27 |
|
|
2025
Q1 | $797K | Buy |
8,350
+3,000
| +56% | +$286K | 0.85% | 29 |
|
|
2024
Q4 | $569K | Sell |
5,350
-1,000
| -16% | -$106K | 0.58% | 42 |
|
|
2024
Q3 | $509K | Buy |
6,350
+1,000
| +19% | +$80.1K | 0.47% | 56 |
|
|
2024
Q2 | $353K | Buy |
+5,350
| New | +$353K | 0.35% | 77 |
|
|
2023
Q4 | $418K | Sell |
5,360
-500
| -9% | -$39K | 0.44% | 64 |
|
|
2023
Q3 | $320K | Hold |
5,860
| – | – | 0.36% | 84 |
|
|
2023
Q2 | $379K | Hold |
5,860
| – | – | 0.4% | 81 |
|
|
2023
Q1 | $281K | Buy |
5,860
+10
| +0.2% | +$479 | 0.29% | 100 |
|
|
2022
Q4 | $228K | Buy |
+5,850
| New | +$228K | 0.23% | 118 |
|