Cornerstone Wealth 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
$406K Sell
3,516
-565
-14% -$65.2K 0.03% 207
2025
Q1
$390K Sell
4,081
-39
-0.9% -$3.72K 0.03% 190
2024
Q4
$438K Buy
4,120
+22
+0.5% +$2.34K 0.04% 174
2024
Q3
$328K Buy
4,098
+336
+9% +$26.9K 0.03% 199
2024
Q2
$248K Sell
3,762
-50
-1% -$3.3K 0.02% 215
2024
Q1
$294K Sell
3,812
-250
-6% -$19.3K 0.03% 193
2023
Q4
$316K Hold
4,062
0.05% 119
2023
Q3
$222K Hold
4,062
0.04% 139
2023
Q2
$262K Buy
+4,062
New +$262K 0.05% 128
2022
Q2
Sell
-5,520
Closed -$373K 152
2022
Q1
$373K Buy
5,520
+70
+1% +$4.73K 0.07% 122
2021
Q4
$751K Buy
5,450
+70
+1% +$9.65K 0.13% 105
2021
Q3
$729K Hold
5,380
0.13% 106
2021
Q2
$792K Hold
5,380
0.16% 96
2021
Q1
$614K Buy
5,380
+60
+1% +$6.85K 0.12% 111
2020
Q4
$602K Hold
5,320
0.15% 109
2020
Q3
$544K Hold
5,320
0.15% 91
2020
Q2
$505K Buy
5,320
+280
+6% +$26.6K 0.13% 89
2020
Q1
$210K Hold
5,040
0.07% 100
2019
Q4
$200K Buy
+5,040
New +$200K 0.05% 132