Austin Private Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
2,574
+334
| +15% | +$38.5K | 0.02% | 232 |
|
|
2025
Q1 | $214K | Hold |
2,240
| – | – | 0.02% | 263 |
|
|
2024
Q4 | $238K | Buy |
+2,240
| New | +$238K | 0.02% | 235 |
|
|
2022
Q1 | – | Sell |
-2,380
| Closed | -$328K | – | 145 |
|
|
2021
Q4 | $328K | Buy |
2,380
+720
| +43% | +$99.2K | 0.07% | 94 |
|
|
2021
Q3 | $225K | Hold |
1,660
| – | – | 0.05% | 111 |
|
|
2021
Q2 | $243K | Buy |
+1,660
| New | +$243K | 0.06% | 111 |
|