Baltimore-Washington Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
103,684
+17,222
| +20% | +$1.99M | 0.56% | 55 |
|
|
2025
Q1 | $8.26M | Buy |
86,462
+1,921
| +2% | +$183K | 0.44% | 67 |
|
|
2024
Q4 | $8.99M | Buy |
84,541
+1,900
| +2% | +$202K | 0.46% | 67 |
|
|
2024
Q3 | $6.62M | Buy |
82,641
+1,800
| +2% | +$144K | 0.36% | 72 |
|
|
2024
Q2 | $5.34M | Buy |
80,841
+1,535
| +2% | +$101K | 0.31% | 74 |
|
|
2024
Q1 | $6.12M | Buy |
79,306
+2,009
| +3% | +$155K | 0.38% | 73 |
|
|
2023
Q4 | $6.02M | Buy |
77,297
+35,839
| +86% | +$2.79M | 0.42% | 75 |
|
|
2023
Q3 | $2.26M | Buy |
41,458
+6,997
| +20% | +$382K | 0.18% | 85 |
|
|
2023
Q2 | $2.23M | Buy |
+34,461
| New | +$2.23M | 0.18% | 85 |
|