Arkadios Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
12,880
+910
| +8% | +$105K | 0.04% | 421 |
|
|
2025
Q1 | $1.14M | Sell |
11,970
-1,056
| -8% | -$101K | 0.04% | 419 |
|
|
2024
Q4 | $1.39M | Sell |
13,026
-460
| -3% | -$48.9K | 0.08% | 263 |
|
|
2024
Q3 | $1.08M | Buy |
13,486
+367
| +3% | +$29.4K | 0.06% | 305 |
|
|
2024
Q2 | $867K | Buy |
13,119
+7,017
| +115% | +$463K | 0.06% | 311 |
|
|
2024
Q1 | $471K | Sell |
6,102
-1,160
| -16% | -$89.5K | 0.04% | 389 |
|
|
2023
Q4 | $566K | Sell |
7,262
-3,204
| -31% | -$250K | 0.05% | 336 |
|
|
2023
Q3 | $571K | Sell |
10,466
-1,319
| -11% | -$72K | 0.05% | 303 |
|
|
2023
Q2 | $761K | Sell |
11,785
-1,613
| -12% | -$104K | 0.09% | 227 |
|
|
2023
Q1 | $642K | Sell |
13,398
-1,431
| -10% | -$68.6K | 0.08% | 254 |
|
|
2022
Q4 | $515K | Buy |
14,829
+1,325
| +10% | +$46K | 0.07% | 274 |
|
|
2022
Q3 | $364K | Buy |
13,504
+4,314
| +47% | +$116K | 0.06% | 336 |
|
|
2022
Q2 | $287K | Buy |
9,190
+530
| +6% | +$16.6K | 0.04% | 407 |
|
|
2022
Q1 | $585K | Buy |
8,660
+5,430
| +168% | +$367K | 0.08% | 278 |
|
|
2021
Q4 | $445K | Buy |
3,230
+400
| +14% | +$55.1K | 0.06% | 348 |
|
|
2021
Q3 | $383K | Sell |
2,830
-20
| -0.7% | -$2.71K | 0.06% | 353 |
|
|
2021
Q2 | $416K | Buy |
2,850
+430
| +18% | +$62.8K | 0.05% | 372 |
|
|
2021
Q1 | $267K | Buy |
2,420
+870
| +56% | +$96K | 0.04% | 362 |
|
|
2020
Q4 | $175K | Buy |
1,550
+1,180
| +319% | +$133K | 0.04% | 346 |
|
|
2020
Q3 | $39.5K | Buy |
370
+200
| +118% | +$21.3K | 0.02% | 454 |
|
|
2020
Q2 | $16.6K | Buy |
170
+110
| +183% | +$10.7K | 0.01% | 580 |
|
|
2020
Q1 | $2.5K | Sell |
60
-50
| -45% | -$2.09K | ﹤0.01% | 899 |
|
|
2019
Q4 | $5.86K | Buy |
+110
| New | +$5.86K | ﹤0.01% | 682 |
|