Blue Bell Private Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-730
| Closed | -$69.7K | – | 760 |
|
|
2025
Q1 | $69.7K | Hold |
730
| – | – | 0.01% | 338 |
|
|
2024
Q4 | $77.6K | Buy |
730
+72
| +11% | +$7.66K | 0.01% | 309 |
|
|
2024
Q3 | $52.7K | Hold |
658
| – | – | 0.01% | 351 |
|
|
2024
Q2 | $43.5K | Sell |
658
-76
| -10% | -$5.02K | 0.01% | 371 |
|
|
2024
Q1 | $56.6K | Sell |
734
-161
| -18% | -$12.4K | 0.01% | 334 |
|
|
2023
Q4 | $69.7K | Hold |
895
| – | – | 0.02% | 274 |
|
|
2023
Q3 | $48.8K | Hold |
895
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $57.8K | Buy |
895
+140
| +19% | +$9.04K | 0.02% | 242 |
|
|
2023
Q1 | $36.2K | Buy |
755
+420
| +125% | +$20.1K | 0.01% | 257 |
|
|
2022
Q4 | $11.6K | Hold |
335
| – | – | ﹤0.01% | 359 |
|
|
2022
Q3 | $9K | Sell |
335
-25
| -7% | -$672 | ﹤0.01% | 384 |
|
|
2022
Q2 | $11K | Buy |
360
+230
| +177% | +$7.03K | ﹤0.01% | 374 |
|
|
2022
Q1 | $9K | Sell |
130
-50
| -28% | -$3.46K | ﹤0.01% | 438 |
|
|
2021
Q4 | $25K | Buy |
+180
| New | +$25K | 0.01% | 274 |
|