Cassaday & Co 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 | $401K | Sell |
3,477
-48
| -1% | -$5.54K | 0.01% | 230 |
|
|
2025
Q1 | $337K | Buy |
3,525
+100
| +3% | +$9.55K | 0.01% | 239 |
|
|
2024
Q4 | $364K | Hold |
3,425
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $274K | Sell |
3,425
-142
| -4% | -$11.4K | 0.01% | 258 |
|
|
2024
Q2 | $236K | Buy |
3,567
+126
| +4% | +$8.32K | 0.01% | 261 |
|
|
2024
Q1 | $266K | Buy |
+3,441
| New | +$266K | 0.01% | 243 |
|