BFA
Benedict Financial Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Hold |
3,730
| – | – | 0.1% | 104 |
|
|
2025
Q1 | $356K | Sell |
3,730
-4,552
| -55% | -$434K | 0.08% | 109 |
|
|
2024
Q4 | $881K | Hold |
8,282
| – | – | 0.21% | 94 |
|
|
2024
Q3 | $664K | Sell |
8,282
-34
| -0.4% | -$2.73K | 0.16% | 101 |
|
|
2024
Q2 | $549K | Buy |
8,316
+3,833
| +86% | +$253K | 0.14% | 103 |
|
|
2024
Q1 | $346K | Buy |
4,483
+753
| +20% | +$58.1K | 0.09% | 112 |
|
|
2023
Q4 | $291K | Hold |
3,730
| – | – | 0.08% | 115 |
|
|
2023
Q3 | $204K | Hold |
3,730
| – | – | 0.06% | 119 |
|
|
2023
Q2 | $241K | Buy |
+3,730
| New | +$241K | 0.07% | 117 |
|
|
2022
Q2 | – | Sell |
-390
| Closed | -$264K | – | 123 |
|
|
2022
Q1 | $264K | Hold |
390
| – | – | 0.07% | 114 |
|
|
2021
Q4 | $537K | Hold |
390
| – | – | 0.14% | 100 |
|
|
2021
Q3 | $529K | Buy |
390
+17
| +5% | +$23.1K | 0.15% | 102 |
|
|
2021
Q2 | $545K | Hold |
373
| – | – | 0.15% | 100 |
|
|
2021
Q1 | $413K | Hold |
373
| – | – | 0.12% | 105 |
|
|
2020
Q4 | $422K | Sell |
373
-372
| -50% | -$421K | 0.15% | 89 |
|
|
2020
Q3 | $762K | Hold |
745
| – | – | 0.29% | 80 |
|
|
2020
Q2 | $707K | Hold |
745
| – | – | 0.29% | 83 |
|
|
2020
Q1 | $311K | Hold |
745
| – | – | 0.15% | 87 |
|
|
2019
Q4 | $296K | Hold |
745
| – | – | 0.12% | 91 |
|
|
2019
Q3 | $232K | Hold |
745
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $224K | Buy |
+745
| New | +$224K | 0.09% | 102 |
|