BWA
Blodgett Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
2,125
-200
| -9% | -$23.1K | 0.19% | 56 |
|
|
2025
Q1 | $222K | Hold |
2,325
| – | – | 0.19% | 57 |
|
|
2024
Q4 | $247K | Buy |
+2,325
| New | +$247K | 0.19% | 53 |
|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$232K | – | 64 |
|
|
2024
Q1 | $232K | Sell |
3,000
-125
| -4% | -$9.65K | 0.21% | 57 |
|
|
2023
Q4 | $243K | Buy |
+3,125
| New | +$243K | 0.25% | 53 |
|
|
2023
Q3 | – | Sell |
-3,125
| Closed | -$202K | – | 64 |
|
|
2023
Q2 | $202K | Buy |
+3,125
| New | +$202K | 0.21% | 62 |
|
|
2022
Q2 | – | Sell |
-644
| Closed | -$435K | – | 81 |
|
|
2022
Q1 | $435K | Buy |
644
+105
| +19% | +$70.9K | 0.36% | 48 |
|
|
2021
Q4 | $742K | Buy |
+539
| New | +$742K | 0.58% | 40 |
|