AWA
Alta Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Hold |
19,339
| – | – | 1.05% | 20 |
|
|
2025
Q1 | $1.85M | Sell |
19,339
-395
| -2% | -$37.7K | 0.85% | 26 |
|
|
2024
Q4 | $2.1M | Buy |
19,734
+213
| +1% | +$22.6K | 0.92% | 24 |
|
|
2024
Q3 | $1.56M | Buy |
19,521
+525
| +3% | +$42.1K | 0.72% | 34 |
|
|
2024
Q2 | $1.25M | Buy |
18,996
+323
| +2% | +$21.3K | 0.63% | 40 |
|
|
2024
Q1 | $1.44M | Buy |
18,673
+185
| +1% | +$14.3K | 0.73% | 35 |
|
|
2023
Q4 | $1.44M | Buy |
18,488
+390
| +2% | +$30.4K | 0.8% | 31 |
|
|
2023
Q3 | $988K | Sell |
18,098
-790
| -4% | -$43.1K | 0.61% | 51 |
|
|
2023
Q2 | $1.22M | Sell |
18,888
-240
| -1% | -$15.5K | 0.72% | 38 |
|
|
2023
Q1 | $917K | Buy |
19,128
+170
| +0.9% | +$8.15K | 0.58% | 53 |
|
|
2022
Q4 | $658K | Sell |
18,958
-3,210
| -14% | -$111K | 0.44% | 74 |
|
|
2022
Q3 | $597K | Buy |
22,168
+578
| +3% | +$15.6K | 0.43% | 69 |
|
|
2022
Q2 | $672K | Buy |
21,590
+19,415
| +893% | +$604K | 0.47% | 62 |
|
|
2022
Q1 | $1.47M | Buy |
2,175
+399
| +22% | +$270K | 0.87% | 29 |
|
|
2021
Q4 | $2.45M | Buy |
1,776
+9
| +0.5% | +$12.4K | 1.51% | 17 |
|
|
2021
Q3 | $2.4M | Buy |
1,767
+8
| +0.5% | +$10.8K | 1.74% | 10 |
|
|
2021
Q2 | $2.57M | Buy |
1,759
+33
| +2% | +$48.2K | 1.88% | 9 |
|
|
2021
Q1 | $1.91M | Sell |
1,726
-595
| -26% | -$658K | 1.6% | 10 |
|
|
2020
Q4 | $2.63M | Buy |
+2,321
| New | +$2.63M | 2.21% | 9 |
|