Avantax 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 | $5.39M | Buy |
46,695
+4,614
| +11% | +$532K | 0.03% | 429 |
|
|
2025
Q1 | $4.02M | Sell |
42,081
-445
| -1% | -$42.5K | 0.02% | 492 |
|
|
2024
Q4 | $4.52M | Buy |
42,526
+842
| +2% | +$89.5K | 0.03% | 426 |
|
|
2024
Q3 | $3.34M | Buy |
41,684
+875
| +2% | +$70.1K | 0.02% | 510 |
|
|
2024
Q2 | $2.7M | Buy |
40,809
+5,753
| +16% | +$380K | 0.02% | 560 |
|
|
2024
Q1 | $2.71M | Sell |
35,056
-1,421
| -4% | -$110K | 0.02% | 458 |
|
|
2023
Q4 | $2.84M | Sell |
36,477
-2,919
| -7% | -$227K | 0.03% | 411 |
|
|
2023
Q3 | $2.15M | Sell |
39,396
-5,143
| -12% | -$281K | 0.02% | 441 |
|
|
2023
Q2 | $2.88M | Buy |
44,539
+1,010
| +2% | +$65.2K | 0.03% | 362 |
|
|
2023
Q1 | $2.09M | Buy |
43,529
+2,109
| +5% | +$101K | 0.03% | 433 |
|
|
2022
Q4 | $1.44M | Sell |
41,420
-122
| -0.3% | -$4.24K | 0.02% | 514 |
|
|
2022
Q3 | $1.12M | Sell |
41,542
-149
| -0.4% | -$4.01K | 0.02% | 527 |
|
|
2022
Q2 | $1.3M | Buy |
+41,691
| New | +$1.3M | 0.02% | 483 |
|
|
2021
Q3 | – | Sell |
-34,120
| Closed | -$4.98M | – | 1224 |
|
|
2021
Q2 | $4.98M | Buy |
+34,120
| New | +$4.98M | 0.09% | 172 |
|
|
2021
Q1 | – | Sell |
-16,900
| Closed | -$1.91M | – | 1071 |
|
|
2020
Q4 | $1.91M | Sell |
16,900
-39,410
| -70% | -$4.46M | 0.05% | 273 |
|
|
2020
Q3 | $5.75M | Buy |
56,310
+38,200
| +211% | +$3.9M | 0.09% | 186 |
|
|
2020
Q2 | $1.72M | Buy |
18,110
+1,870
| +12% | +$177K | 0.05% | 246 |
|
|
2020
Q1 | $678K | Sell |
16,240
-3,600
| -18% | -$150K | 0.02% | 370 |
|
|
2019
Q4 | $792K | Buy |
+19,840
| New | +$792K | 0.02% | 384 |
|
|
2019
Q2 | – | Sell |
-14,590
| Closed | -$301K | – | 542 |
|
|
2019
Q1 | $301K | Sell |
14,590
-860
| -6% | -$17.7K | 0.02% | 356 |
|
|
2018
Q4 | $214K | Buy |
+15,450
| New | +$214K | 0.04% | 364 |
|