Beaird Harris 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 | $2.35K | Buy |
+20
| New | +$2.35K | ﹤0.01% | 482 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$80.1K | – | 532 |
|
|
2024
Q3 | $80.1K | Buy |
1,000
+875
| +700% | +$70.1K | 0.01% | 197 |
|
|
2024
Q2 | $8.26K | Sell |
125
-111
| -47% | -$7.33K | ﹤0.01% | 395 |
|
|
2024
Q1 | $18.2K | Hold |
236
| – | – | ﹤0.01% | 288 |
|
|
2023
Q4 | $18.4K | Buy |
236
+151
| +178% | +$11.8K | ﹤0.01% | 270 |
|
|
2023
Q3 | $4.64K | Hold |
85
| – | – | ﹤0.01% | 311 |
|
|
2023
Q2 | $5.49K | Buy |
+85
| New | +$5.49K | ﹤0.01% | 312 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$1.39K | – | 706 |
|
|
2022
Q4 | $1.39K | Hold |
40
| – | – | ﹤0.01% | 619 |
|
|
2022
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 458 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$3K | – | 573 |
|
|
2022
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 500 |
|