Annex Advisory Services’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
2,488
+12
| +0.5% | +$1.38K | 0.01% | 259 |
|
|
2025
Q1 | $236K | Sell |
2,476
-174
| -7% | -$16.6K | 0.01% | 271 |
|
|
2024
Q4 | $282K | Buy |
+2,650
| New | +$282K | 0.01% | 258 |
|
|
2022
Q1 | – | Sell |
-1,740
| Closed | -$240K | – | 268 |
|
|
2021
Q4 | $240K | Buy |
+1,740
| New | +$240K | 0.02% | 217 |
|