Avantax Planning Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
3,574
+319
| +10% | +$36.8K | 0.01% | 294 |
|
|
2025
Q1 | $311K | Sell |
3,255
-29
| -0.9% | -$2.77K | 0.01% | 332 |
|
|
2024
Q4 | $349K | Sell |
3,284
-395
| -11% | -$42K | 0.01% | 308 |
|
|
2024
Q3 | $295K | Sell |
3,679
-41
| -1% | -$3.29K | 0.01% | 338 |
|
|
2024
Q2 | $246K | Buy |
3,720
+7
| +0.2% | +$462 | 0.01% | 400 |
|
|
2024
Q1 | $287K | Sell |
3,713
-680
| -15% | -$52.5K | 0.01% | 368 |
|
|
2023
Q4 | $342K | Buy |
+4,393
| New | +$342K | 0.01% | 283 |
|
|
2018
Q4 | – | Sell |
-380
| Closed | -$6K | – | 1030 |
|
|
2018
Q3 | $6K | Buy |
+380
| New | +$6K | ﹤0.01% | 1051 |
|
|
2018
Q2 | – | Sell |
-380
| Closed | -$5K | – | 1255 |
|
|
2018
Q1 | $5K | Buy |
+380
| New | +$5K | ﹤0.01% | 1349 |
|