Concord Wealth Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6K | Hold |
300
| – | – | 0.01% | 387 |
|
|
2025
Q1 | $28.6K | Sell |
300
-68
| -18% | -$6.49K | ﹤0.01% | 392 |
|
|
2024
Q4 | $39.1K | Hold |
368
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $29.5K | Buy |
368
+68
| +23% | +$5.45K | ﹤0.01% | 413 |
|
|
2024
Q2 | $19.8K | Hold |
300
| – | – | ﹤0.01% | 427 |
|
|
2024
Q1 | $23.2K | Sell |
300
-129
| -30% | -$9.96K | ﹤0.01% | 470 |
|
|
2023
Q4 | $33.4K | Sell |
429
-200
| -32% | -$15.6K | 0.01% | 413 |
|
|
2023
Q3 | $34.3K | Buy |
629
+29
| +5% | +$1.58K | 0.01% | 426 |
|
|
2023
Q2 | $38.8K | Hold |
600
| – | – | 0.01% | 400 |
|
|
2023
Q1 | $28.8K | Hold |
600
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $20.8K | Buy |
+600
| New | +$20.8K | 0.01% | 521 |
|
|
2022
Q3 | – | Sell |
-540
| Closed | -$17K | – | 965 |
|
|
2022
Q2 | $17K | Sell |
540
-210
| -28% | -$6.61K | ﹤0.01% | 579 |
|
|
2022
Q1 | $51K | Buy |
750
+360
| +92% | +$24.5K | 0.01% | 436 |
|
|
2021
Q4 | $54K | Buy |
390
+180
| +86% | +$24.9K | 0.01% | 444 |
|
|
2021
Q3 | $28K | Sell |
210
-50
| -19% | -$6.67K | 0.01% | 318 |
|
|
2021
Q2 | $38K | Sell |
260
-90
| -26% | -$13.2K | 0.01% | 389 |
|
|
2021
Q1 | $39K | Buy |
350
+150
| +75% | +$16.7K | 0.01% | 374 |
|
|
2020
Q4 | $23K | Buy |
+200
| New | +$23K | 0.02% | 295 |
|