Carson Wealth (CWM LLC)’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
15,840
+2,939
| +23% | +$339K | 0.01% | 984 |
|
|
2025
Q1 | $1.23M | Sell |
12,901
-152
| -1% | -$14.5K | ﹤0.01% | 1032 |
|
|
2024
Q4 | $1.39M | Sell |
13,053
-1,044
| -7% | -$111K | 0.01% | 933 |
|
|
2024
Q3 | $1.13M | Buy |
14,097
+1,832
| +15% | +$147K | ﹤0.01% | 954 |
|
|
2024
Q2 | $810K | Buy |
12,265
+429
| +4% | +$28.3K | ﹤0.01% | 1011 |
|
|
2024
Q1 | $913K | Sell |
11,836
-9,282
| -44% | -$716K | ﹤0.01% | 899 |
|
|
2023
Q4 | $1.65M | Sell |
21,118
-22,656
| -52% | -$1.76M | 0.01% | 622 |
|
|
2023
Q3 | $2.39M | Buy |
43,774
+24,573
| +128% | +$1.34M | 0.01% | 505 |
|
|
2023
Q2 | $1.24M | Sell |
19,201
-49,811
| -72% | -$3.22M | 0.01% | 631 |
|
|
2023
Q1 | $3.31M | Buy |
69,012
+9,119
| +15% | +$437K | 0.02% | 398 |
|
|
2022
Q4 | $2.08M | Buy |
59,893
+40,681
| +212% | +$1.41M | 0.02% | 438 |
|
|
2022
Q3 | $518K | Buy |
19,212
+405
| +2% | +$10.9K | ﹤0.01% | 736 |
|
|
2022
Q2 | $588K | Buy |
18,807
+7,717
| +70% | +$241K | ﹤0.01% | 691 |
|
|
2022
Q1 | $749K | Sell |
11,090
-1,320
| -11% | -$89.2K | 0.01% | 628 |
|
|
2021
Q4 | $1.71M | Buy |
+12,410
| New | +$1.71M | 0.01% | 467 |
|
|
2021
Q2 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2021
Q1 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2020
Q4 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2020
Q3 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2020
Q2 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2020
Q1 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2019
Q4 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2019
Q3 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2019
Q2 | $1.58M | Hold |
10,780
| – | – | 0.01% | 489 |
|
|
2019
Q1 | $1.58M | Buy |
10,780
+1,640
| +18% | +$240K | 0.01% | 489 |
|
|
2018
Q4 | $127K | Buy |
9,140
+4,120
| +82% | +$57.2K | ﹤0.01% | 684 |
|
|
2018
Q3 | $83K | Buy |
5,020
+1,240
| +33% | +$20.5K | ﹤0.01% | 648 |
|
|
2018
Q2 | $55K | Hold |
3,780
| – | – | ﹤0.01% | 611 |
|
|
2018
Q1 | $47K | Hold |
3,780
| – | – | ﹤0.01% | 565 |
|
|
2017
Q4 | $38K | Hold |
3,780
| – | – | ﹤0.01% | 575 |
|
|
2017
Q3 | $44K | Hold |
3,780
| – | – | ﹤0.01% | 544 |
|
|
2017
Q2 | $33K | Buy |
3,780
+80
| +2% | +$698 | ﹤0.01% | 550 |
|
|
2017
Q1 | $25K | Buy |
3,700
+500
| +16% | +$3.38K | ﹤0.01% | 565 |
|
|
2016
Q4 | $14K | Hold |
3,200
| – | – | ﹤0.01% | 665 |
|
|
2016
Q3 | $14K | Buy |
+3,200
| New | +$14K | ﹤0.01% | 620 |
|