Atria Wealth Solutions’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.47M Sell
21,394
-26,047
-55% -$3.01M 0.06% 361
2025
Q1
$4.53M Sell
47,441
-8,642
-15% -$825K 0.05% 366
2024
Q4
$5.96M Sell
56,083
-8,002
-12% -$851K 0.07% 312
2024
Q3
$5.14M Sell
64,085
-11,337
-15% -$909K 0.06% 339
2024
Q2
$4.98M Buy
75,422
+2,837
+4% +$187K 0.06% 345
2024
Q1
$5.6M Sell
72,585
-855
-1% -$66K 0.06% 306
2023
Q4
$5.72M Sell
73,440
-2,321
-3% -$181K 0.07% 274
2023
Q3
$4.13M Sell
75,761
-2,241
-3% -$122K 0.06% 338
2023
Q2
$5.04M Buy
78,002
+6,159
+9% +$398K 0.07% 286
2023
Q1
$3.44M Buy
71,843
+2,894
+4% +$139K 0.05% 367
2022
Q4
$2.39M Sell
68,949
-2,672
-4% -$92.7K 0.04% 447
2022
Q3
$1.93M Buy
71,621
+14,057
+24% +$379K 0.03% 492
2022
Q2
$1.8M Buy
57,564
+16,854
+41% +$526K 0.03% 469
2022
Q1
$2.75M Buy
+40,710
New +$2.75M 0.05% 393