Bell Investment 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 | $20.5K | Buy |
178
+17
| +11% | +$1.96K | ﹤0.01% | 421 |
|
|
2025
Q1 | $15.4K | Hold |
161
| – | – | ﹤0.01% | 464 |
|
|
2024
Q4 | $17.1K | Sell |
161
-5
| -3% | -$532 | ﹤0.01% | 435 |
|
|
2024
Q3 | $13.3K | Hold |
166
| – | – | ﹤0.01% | 519 |
|
|
2024
Q2 | $11K | Buy |
166
+86
| +108% | +$5.68K | ﹤0.01% | 574 |
|
|
2024
Q1 | $6.17K | Hold |
80
| – | – | ﹤0.01% | 811 |
|
|
2023
Q4 | $6.23K | Sell |
80
-33
| -29% | -$2.57K | ﹤0.01% | 761 |
|
|
2023
Q3 | $6.17K | Sell |
113
-2
| -2% | -$109 | ﹤0.01% | 705 |
|
|
2023
Q2 | $7.43K | Buy |
115
+8
| +7% | +$517 | ﹤0.01% | 625 |
|
|
2023
Q1 | $5.13K | Sell |
107
-68
| -39% | -$3.26K | ﹤0.01% | 776 |
|
|
2022
Q4 | $6.07K | Sell |
175
-42
| -19% | -$1.46K | ﹤0.01% | 710 |
|
|
2022
Q3 | $6K | Buy |
217
+17
| +9% | +$470 | ﹤0.01% | 613 |
|
|
2022
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 647 |
|
|
2021
Q4 | $21K | Buy |
150
+70
| +88% | +$9.8K | 0.01% | 305 |
|
|
2021
Q3 | $11K | Buy |
+80
| New | +$11K | ﹤0.01% | 434 |
|