Clear Creek Financial 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 | $746K | Buy |
6,467
+407
| +7% | +$46.9K | 0.07% | 279 |
|
|
2025
Q1 | $579K | Sell |
6,060
-200
| -3% | -$19.1K | 0.06% | 290 |
|
|
2024
Q4 | $666K | Sell |
6,260
-955
| -13% | -$102K | 0.07% | 244 |
|
|
2024
Q3 | $578K | Buy |
7,215
+172
| +2% | +$13.8K | 0.07% | 236 |
|
|
2024
Q2 | $465K | Buy |
7,043
+542
| +8% | +$35.8K | 0.06% | 267 |
|
|
2024
Q1 | $502K | Buy |
6,501
+2,282
| +54% | +$176K | 0.06% | 247 |
|
|
2023
Q4 | $329K | Sell |
4,219
-142
| -3% | -$11.1K | 0.05% | 252 |
|
|
2023
Q3 | $238K | Sell |
4,361
-447
| -9% | -$24.4K | 0.04% | 265 |
|
|
2023
Q2 | $311K | Buy |
4,808
+330
| +7% | +$21.3K | 0.05% | 237 |
|
|
2023
Q1 | $215K | Buy |
+4,478
| New | +$215K | 0.04% | 272 |
|
|
2022
Q1 | – | Sell |
-1,680
| Closed | -$231K | – | 372 |
|
|
2021
Q4 | $231K | Buy |
+1,680
| New | +$231K | 0.03% | 298 |
|