CarsonAllaria 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 | $11K | Hold |
95
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $9.07K | Hold |
95
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $10.1K | Hold |
95
| – | – | 0.01% | 248 |
|
|
2024
Q3 | $7.61K | Hold |
95
| – | – | ﹤0.01% | 279 |
|
|
2024
Q2 | $6.28K | Hold |
95
| – | – | ﹤0.01% | 281 |
|
|
2024
Q1 | $7.33K | Hold |
95
| – | – | ﹤0.01% | 266 |
|
|
2023
Q4 | $7.4K | Hold |
95
| – | – | 0.01% | 238 |
|
|
2023
Q3 | $5.18K | Sell |
95
-1,000
| -91% | -$54.6K | ﹤0.01% | 256 |
|
|
2023
Q2 | $70.7K | Sell |
1,095
-105
| -9% | -$6.78K | 0.06% | 97 |
|
|
2023
Q1 | $57.5K | Hold |
1,200
| – | – | 0.05% | 106 |
|
|
2022
Q4 | $42K | Hold |
1,200
| – | – | 0.04% | 114 |
|
|
2022
Q3 | $32K | Hold |
1,200
| – | – | 0.03% | 122 |
|
|
2022
Q2 | $37K | Hold |
1,200
| – | – | 0.03% | 117 |
|
|
2022
Q1 | $81K | Hold |
1,200
| – | – | 0.07% | 95 |
|
|
2021
Q4 | $165K | Buy |
+1,200
| New | +$165K | 0.15% | 76 |
|