Concurrent Investment Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
14,521
+717
| +5% | +$82.7K | 0.03% | 470 |
|
|
2025
Q1 | $1.32M | Buy |
13,804
+2,479
| +22% | +$237K | 0.03% | 465 |
|
|
2024
Q4 | $1.2M | Buy |
11,325
+698
| +7% | +$74.2K | 0.03% | 440 |
|
|
2024
Q3 | $852K | Sell |
10,627
-799
| -7% | -$64K | 0.03% | 500 |
|
|
2024
Q2 | $755K | Buy |
11,426
+882
| +8% | +$58.3K | 0.02% | 493 |
|
|
2024
Q1 | $814K | Buy |
10,544
+2,932
| +39% | +$226K | 0.03% | 418 |
|
|
2023
Q4 | $593K | Buy |
+7,612
| New | +$593K | 0.03% | 458 |
|