Beverly Hills Private Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
5,347
-856
| -14% | -$98.7K | 0.12% | 155 |
|
|
2025
Q1 | $592K | Buy |
6,203
+10
| +0.2% | +$955 | 0.12% | 152 |
|
|
2024
Q4 | $659K | Sell |
6,193
-111
| -2% | -$11.8K | 0.13% | 143 |
|
|
2024
Q3 | $505K | Buy |
6,304
+269
| +4% | +$21.6K | 0.1% | 185 |
|
|
2024
Q2 | $399K | Buy |
6,035
+155
| +3% | +$10.2K | 0.09% | 222 |
|
|
2024
Q1 | $454K | Sell |
5,880
-1,955
| -25% | -$151K | 0.1% | 207 |
|
|
2023
Q4 | $610K | Sell |
7,835
-306
| -4% | -$23.8K | 0.16% | 140 |
|
|
2023
Q3 | $444K | Sell |
8,141
-45
| -0.5% | -$2.46K | 0.13% | 165 |
|
|
2023
Q2 | $474K | Sell |
8,186
-440
| -5% | -$25.5K | 0.08% | 237 |
|
|
2023
Q1 | $414K | Buy |
8,626
+390
| +5% | +$18.7K | 0.13% | 176 |
|
|
2022
Q4 | $286K | Buy |
+8,236
| New | +$286K | 0.12% | 182 |
|