Baker Tilly Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
13,872
-565
| -4% | -$65.2K | 0.57% | 32 |
|
|
2025
Q1 | $1.38M | Hold |
14,437
| – | – | 0.54% | 35 |
|
|
2024
Q4 | $1.54M | Buy |
14,437
+445
| +3% | +$47.3K | 0.6% | 32 |
|
|
2024
Q3 | $1.12M | Buy |
13,992
+1,598
| +13% | +$128K | 0.5% | 40 |
|
|
2024
Q2 | $819K | Sell |
12,394
-664
| -5% | -$43.9K | 0.33% | 70 |
|
|
2024
Q1 | $1.01M | Sell |
13,058
-453
| -3% | -$35K | 0.18% | 122 |
|
|
2023
Q4 | $1.05M | Sell |
13,511
-2,590
| -16% | -$202K | 0.17% | 132 |
|
|
2023
Q3 | $879K | Sell |
16,101
-25,917
| -62% | -$1.41M | 0.14% | 149 |
|
|
2023
Q2 | $2.71M | Buy |
42,018
+1,229
| +3% | +$79.4K | 0.29% | 76 |
|
|
2023
Q1 | $1.96M | Buy |
40,789
+5,220
| +15% | +$250K | 0.22% | 101 |
|
|
2022
Q4 | $1.23M | Buy |
35,569
+6,331
| +22% | +$220K | 0.15% | 158 |
|
|
2022
Q3 | $788K | Sell |
29,238
-2,109
| -7% | -$56.8K | 0.11% | 205 |
|
|
2022
Q2 | $979K | Buy |
31,347
+13,627
| +77% | +$426K | 0.13% | 173 |
|
|
2022
Q1 | $1.2M | Buy |
+17,720
| New | +$1.2M | 0.13% | 158 |
|
|
2021
Q2 | – | Sell |
-2,820
| Closed | -$312K | – | 505 |
|
|
2021
Q1 | $312K | Sell |
2,820
-1,250
| -31% | -$138K | 0.06% | 355 |
|
|
2020
Q4 | $461K | Buy |
+4,070
| New | +$461K | 0.14% | 160 |
|