AWM
Axxcess Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
18,890
+3,502
| +23% | +$404K | 0.05% | 275 |
|
|
2025
Q1 | $1.47M | Buy |
15,388
+2,268
| +17% | +$217K | 0.04% | 313 |
|
|
2024
Q4 | $1.4M | Sell |
13,120
-3,077
| -19% | -$327K | 0.03% | 341 |
|
|
2024
Q3 | $1.3M | Buy |
16,197
+3,728
| +30% | +$299K | 0.03% | 337 |
|
|
2024
Q2 | $824K | Buy |
12,469
+1,633
| +15% | +$108K | 0.02% | 415 |
|
|
2024
Q1 | $836K | Sell |
10,836
-800
| -7% | -$61.7K | 0.02% | 413 |
|
|
2023
Q4 | $906K | Sell |
11,636
-919
| -7% | -$71.6K | 0.03% | 375 |
|
|
2023
Q3 | $685K | Buy |
12,555
+4,104
| +49% | +$224K | 0.02% | 391 |
|
|
2023
Q2 | $546K | Sell |
8,451
-1,624
| -16% | -$105K | 0.04% | 334 |
|
|
2023
Q1 | $483K | Buy |
10,075
+1,622
| +19% | +$77.8K | 0.04% | 374 |
|
|
2022
Q4 | $293K | Sell |
8,453
-5,704
| -40% | -$198K | 0.02% | 452 |
|
|
2022
Q3 | $381K | Buy |
14,157
+1,027
| +8% | +$27.6K | 0.04% | 359 |
|
|
2022
Q2 | $410K | Buy |
13,130
+12,248
| +1,389% | +$135K | 0.04% | 338 |
|
|
2022
Q1 | $596K | Sell |
882
-530
| -38% | -$358K | 0.05% | 315 |
|
|
2021
Q4 | $1.95M | Buy |
+1,412
| New | +$1.95M | 0.14% | 123 |
|