BRWA
B. Riley Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $967K | Buy |
+8,382
| New | +$967K | 0.05% | 353 |
|
|
2024
Q4 | $2.86M | Sell |
26,852
-2,653
| -9% | -$282K | 0.09% | 214 |
|
|
2024
Q3 | $2.35M | Sell |
29,505
-3,881
| -12% | -$309K | 0.07% | 283 |
|
|
2024
Q2 | $2.21M | Sell |
33,386
-19,389
| -37% | -$1.28M | 0.06% | 314 |
|
|
2024
Q1 | $2.88M | Sell |
52,775
-4,503
| -8% | -$246K | 0.08% | 249 |
|
|
2023
Q4 | $4.46M | Buy |
57,278
+4,503
| +9% | +$351K | 0.12% | 183 |
|
|
2023
Q3 | $2.88M | Buy |
52,775
+10,146
| +24% | +$554K | 0.08% | 249 |
|
|
2023
Q2 | $2.75M | Buy |
42,629
+4,209
| +11% | +$272K | 0.06% | 290 |
|
|
2023
Q1 | $1.84M | Sell |
38,420
-6,100
| -14% | -$292K | 0.05% | 367 |
|
|
2022
Q4 | $1.55M | Sell |
44,520
-10,254
| -19% | -$356K | 0.04% | 408 |
|
|
2022
Q3 | $1.48M | Buy |
54,774
+22,935
| +72% | +$618K | 0.04% | 383 |
|
|
2022
Q2 | $995K | Buy |
31,839
+26,856
| +539% | +$839K | 0.04% | 423 |
|
|
2022
Q1 | $3.37M | Sell |
4,983
-3,434
| -41% | -$2.32M | 0.11% | 196 |
|
|
2021
Q4 | $11.6M | Sell |
8,417
-3,431
| -29% | -$4.73M | 0.33% | 59 |
|
|
2021
Q3 | $16.1M | Buy |
11,848
+2,358
| +25% | +$3.21M | 0.51% | 31 |
|
|
2021
Q2 | $13.6M | Sell |
9,490
-5,627
| -37% | -$8.08M | 0.44% | 38 |
|
|
2021
Q1 | $16.7M | Buy |
15,117
+2,714
| +22% | +$3.01M | 0.59% | 28 |
|
|
2020
Q4 | $14M | Buy |
12,403
+9,623
| +346% | +$10.9M | 0.75% | 21 |
|
|
2020
Q3 | $2.77M | Buy |
2,780
+485
| +21% | +$482K | 0.15% | 157 |
|
|
2020
Q2 | $2.18M | Sell |
2,295
-671
| -23% | -$637K | 0.15% | 155 |
|
|
2020
Q1 | $1.24M | Buy |
2,966
+1,736
| +141% | +$724K | 0.11% | 199 |
|
|
2019
Q4 | $490K | Sell |
1,230
-150
| -11% | -$59.8K | 0.04% | 442 |
|
|
2019
Q3 | $431K | Buy |
1,380
+12
| +0.9% | +$3.75K | 0.04% | 451 |
|
|
2019
Q2 | $412K | Sell |
1,368
-39
| -3% | -$11.7K | 0.05% | 446 |
|
|
2019
Q1 | $291K | Buy |
+1,407
| New | +$291K | 0.04% | 510 |
|
|
2018
Q4 | – | Sell |
-1,495
| Closed | -$247K | – | 729 |
|
|
2018
Q3 | $247K | Buy |
+1,495
| New | +$247K | 0.03% | 570 |
|