Avidian Wealth Enterprises’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
3,483
-50
| -1% | -$5.77K | 0.02% | 385 |
|
|
2025
Q1 | $337K | Buy |
3,533
+116
| +3% | +$11.1K | 0.02% | 385 |
|
|
2024
Q4 | $363K | Sell |
3,417
-451
| -12% | -$48K | 0.02% | 359 |
|
|
2024
Q3 | $310K | Buy |
3,868
+12
| +0.3% | +$962 | 0.01% | 393 |
|
|
2024
Q2 | $255K | Buy |
3,856
+321
| +9% | +$21.2K | 0.01% | 415 |
|
|
2024
Q1 | $273K | Sell |
3,535
-925
| -21% | -$71.4K | 0.01% | 370 |
|
|
2023
Q4 | $347K | Sell |
4,460
-900
| -17% | -$70.1K | 0.02% | 316 |
|
|
2023
Q3 | $292K | Buy |
5,360
+157
| +3% | +$8.57K | 0.02% | 329 |
|
|
2023
Q2 | $336K | Buy |
+5,203
| New | +$336K | 0.02% | 321 |
|
|
2022
Q1 | – | Sell |
-2,170
| Closed | -$299K | – | 544 |
|
|
2021
Q4 | $299K | Hold |
2,170
| – | – | 0.02% | 393 |
|
|
2021
Q3 | $294K | Buy |
2,170
+170
| +9% | +$23K | 0.02% | 296 |
|
|
2021
Q2 | $292K | Buy |
+2,000
| New | +$292K | 0.02% | 308 |
|
|
2021
Q1 | – | Sell |
-1,800
| Closed | -$204K | – | 385 |
|
|
2020
Q4 | $204K | Buy |
+1,800
| New | +$204K | 0.02% | 294 |
|
|
2020
Q3 | – | Sell |
-7,010
| Closed | -$665K | – | 287 |
|
|
2020
Q2 | $665K | Sell |
7,010
-4,480
| -39% | -$425K | 0.09% | 114 |
|
|
2020
Q1 | $479K | Buy |
11,490
+300
| +3% | +$12.5K | 0.08% | 112 |
|
|
2019
Q4 | $445K | Buy |
+11,190
| New | +$445K | 0.06% | 127 |
|