Cornerstone Planning Group’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.5K Buy
122
+27
+28% +$3.43K ﹤0.01% 470
2025
Q1
$8.64K Buy
95
+7
+8% +$637 ﹤0.01% 613
2024
Q4
$9.45K Buy
88
+7
+9% +$752 ﹤0.01% 440
2024
Q3
$6.51K Buy
81
+11
+16% +$884 ﹤0.01% 514
2024
Q2
$3.66K Buy
70
+38
+119% +$1.99K ﹤0.01% 640
2024
Q1
$2.38K Hold
32
﹤0.01% 630
2023
Q4
$2.49K Hold
32
﹤0.01% 598
2023
Q3
$1.75K Sell
32
-14
-30% -$764 ﹤0.01% 688
2023
Q2
$2.97K Buy
+46
New +$2.97K ﹤0.01% 1061
2022
Q4
$1.14K Buy
+30
New +$1.14K ﹤0.01% 1325