Clay Northam 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 | $724K | Buy |
6,276
+1,220
| +24% | +$141K | 0.46% | 36 |
|
|
2025
Q1 | $483K | Buy |
5,056
+20
| +0.4% | +$1.91K | 0.34% | 49 |
|
|
2024
Q4 | $535K | Buy |
5,036
+42
| +0.8% | +$4.47K | 0.35% | 45 |
|
|
2024
Q3 | $400K | Sell |
4,994
-11
| -0.2% | -$882 | 0.28% | 50 |
|
|
2024
Q2 | $331K | Sell |
5,005
-340
| -6% | -$22.5K | 0.25% | 54 |
|
|
2024
Q1 | $412K | Sell |
5,345
-110
| -2% | -$8.49K | 0.33% | 47 |
|
|
2023
Q4 | $425K | Sell |
5,455
-180
| -3% | -$14K | 0.38% | 45 |
|
|
2023
Q3 | $308K | Buy |
5,635
+485
| +9% | +$26.5K | 0.31% | 51 |
|
|
2023
Q2 | $333K | Buy |
5,150
+700
| +16% | +$45.2K | 0.32% | 49 |
|
|
2023
Q1 | $213K | Buy |
+4,450
| New | +$213K | 0.22% | 72 |
|
|
2022
Q2 | – | Sell |
-9,740
| Closed | -$658K | – | 84 |
|
|
2022
Q1 | $658K | Buy |
9,740
+1,130
| +13% | +$76.3K | 0.67% | 32 |
|
|
2021
Q4 | $1.19M | Buy |
+8,610
| New | +$1.19M | 1.12% | 22 |
|