Carolinas Wealth Consulting’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 |
-383
| Closed | -$36.6K | – | 778 |
|
|
2025
Q1 | $36.6K | Buy |
383
+42
| +12% | +$4.01K | 0.01% | 388 |
|
|
2024
Q4 | $36.3K | Sell |
341
-313
| -48% | -$33.3K | 0.01% | 403 |
|
|
2024
Q3 | $52.4K | Buy |
+654
| New | +$52.4K | 0.01% | 355 |
|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$232K | – | 1072 |
|
|
2024
Q1 | $232K | Buy |
3,000
+1,490
| +99% | +$115K | 0.05% | 160 |
|
|
2023
Q4 | $118K | Buy |
1,510
+10
| +0.7% | +$779 | 0.03% | 216 |
|
|
2023
Q3 | $70.4K | Hold |
1,500
| – | – | 0.02% | 271 |
|
|
2023
Q2 | $96.9K | Buy |
+1,500
| New | +$96.9K | 0.02% | 264 |
|
|
2022
Q1 | – | Sell |
-360
| Closed | -$50K | – | 1004 |
|
|
2021
Q4 | $50K | Buy |
+360
| New | +$50K | 0.01% | 363 |
|
|
2021
Q1 | – | Sell |
-430
| Closed | -$49K | – | 994 |
|
|
2020
Q4 | $49K | Sell |
430
-110
| -20% | -$12.5K | 0.01% | 344 |
|
|
2020
Q3 | $55K | Buy |
540
+40
| +8% | +$4.07K | 0.02% | 265 |
|
|
2020
Q2 | $47K | Buy |
+500
| New | +$47K | 0.02% | 209 |
|