Clarity 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 | $500K | Hold |
4,335
| – | – | 0.12% | 64 |
|
|
2025
Q1 | $414K | Sell |
4,335
-1,000
| -19% | -$95.5K | 0.11% | 66 |
|
|
2024
Q4 | $567K | Hold |
5,335
| – | – | 0.15% | 56 |
|
|
2024
Q3 | $428K | Buy |
5,335
+375
| +8% | +$30.1K | 0.12% | 64 |
|
|
2024
Q2 | $328K | Hold |
4,960
| – | – | 0.11% | 72 |
|
|
2024
Q1 | $383K | Sell |
4,960
-15
| -0.3% | -$1.16K | 0.13% | 64 |
|
|
2023
Q4 | $388K | Buy |
4,975
+230
| +5% | +$17.9K | 0.15% | 62 |
|
|
2023
Q3 | $259K | Hold |
4,745
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $307K | Buy |
4,745
+150
| +3% | +$9.69K | 0.14% | 61 |
|
|
2023
Q1 | $220K | Buy |
+4,595
| New | +$220K | 0.11% | 67 |
|
|
2022
Q2 | – | Sell |
-3,200
| Closed | -$216K | – | 76 |
|
|
2022
Q1 | $216K | Buy |
+3,200
| New | +$216K | 0.1% | 66 |
|