Bordeaux Wealth 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 | $293K | Sell |
2,539
-24
| -0.9% | -$2.77K | 0.04% | 131 |
|
|
2025
Q1 | $245K | Buy |
2,563
+8
| +0.3% | +$764 | 0.05% | 136 |
|
|
2024
Q4 | $272K | Buy |
+2,555
| New | +$272K | 0.04% | 125 |
|
|
2023
Q4 | – | Sell |
-7,000
| Closed | -$382K | – | 112 |
|
|
2023
Q3 | $382K | Hold |
7,000
| – | – | 0.15% | 64 |
|
|
2023
Q2 | $452K | Sell |
7,000
-1,000
| -13% | -$64.6K | 0.19% | 57 |
|
|
2023
Q1 | $384K | Hold |
8,000
| – | – | 0.2% | 73 |
|
|
2022
Q4 | $278K | Buy |
+8,000
| New | +$278K | 0.15% | 75 |
|