Bedel Financial Consulting’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Hold
3,463
0.05% 176
2025
Q1
$325K Hold
3,463
0.05% 198
2024
Q4
$422K Sell
3,463
-744
-18% -$90.6K 0.06% 166
2024
Q3
$337K Sell
4,207
-556
-12% -$44.6K 0.05% 192
2024
Q2
$315K Buy
+4,763
New +$315K 0.05% 189
2022
Q2
Sell
-1,670
Closed -$113K 762
2022
Q1
$113K Hold
1,670
0.04% 253
2021
Q4
$230K Hold
1,670
0.07% 177
2021
Q3
$226K Hold
1,670
0.08% 170
2021
Q2
$244K Hold
1,670
0.08% 160
2021
Q1
$185K Buy
1,670
+490
+42% +$54.3K 0.07% 180
2020
Q4
$134K Hold
1,180
0.06% 190
2020
Q3
$121K Buy
1,180
+20
+2% +$2.05K 0.06% 182
2020
Q2
$110K Hold
1,160
0.06% 184
2020
Q1
$48K Hold
1,160
0.03% 273
2019
Q4
$46K Hold
1,160
0.03% 300
2019
Q3
$36K Hold
1,160
0.02% 321
2019
Q2
$35K Hold
1,160
0.02% 324
2019
Q1
$24K Hold
1,160
0.02% 371
2018
Q4
$16K Hold
1,160
0.01% 393
2018
Q3
$16K Hold
1,160
0.01% 415
2018
Q2
$17K Hold
1,160
0.01% 402
2018
Q1
$14K Buy
+1,160
New +$14K 0.01% 429