Cornerstone Wealth 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 | $1.6M | Sell |
13,860
-40
| -0.3% | -$4.61K | 0.1% | 178 |
|
|
2025
Q1 | $1.33M | Hold |
13,900
| – | – | 0.09% | 190 |
|
|
2024
Q4 | $1.48M | Buy |
13,900
+1,866
| +16% | +$198K | 0.1% | 167 |
|
|
2024
Q3 | $964K | Hold |
12,034
| – | – | 0.07% | 224 |
|
|
2024
Q2 | $795K | Sell |
12,034
-1,490
| -11% | -$98.4K | 0.06% | 237 |
|
|
2024
Q1 | $1.04M | Buy |
13,524
+2,265
| +20% | +$175K | 0.08% | 195 |
|
|
2023
Q4 | $877K | Sell |
11,259
-89
| -0.8% | -$6.93K | 0.08% | 218 |
|
|
2023
Q3 | $619K | Buy |
11,348
+248
| +2% | +$13.5K | 0.06% | 258 |
|
|
2023
Q2 | $717K | Buy |
11,100
+953
| +9% | +$61.6K | 0.06% | 243 |
|
|
2023
Q1 | $486K | Buy |
+10,147
| New | +$486K | 0.05% | 286 |
|
|
2022
Q3 | $275K | Buy |
10,220
+2,950
| +41% | +$79.4K | 0.03% | 364 |
|
|
2022
Q2 | $227K | Buy |
7,270
+2,190
| +43% | +$68.4K | 0.03% | 402 |
|
|
2022
Q1 | $343K | Sell |
5,080
-600
| -11% | -$40.5K | 0.03% | 341 |
|
|
2021
Q4 | $785K | Sell |
5,680
-1,230
| -18% | -$170K | 0.07% | 215 |
|
|
2021
Q3 | $937K | Buy |
6,910
+2,010
| +41% | +$273K | 0.1% | 188 |
|
|
2021
Q2 | $716K | Buy |
4,900
+340
| +7% | +$49.7K | 0.08% | 228 |
|
|
2021
Q1 | $505K | Sell |
4,560
-130
| -3% | -$14.4K | 0.06% | 270 |
|
|
2020
Q4 | $531K | Buy |
4,690
+320
| +7% | +$36.2K | 0.07% | 237 |
|
|
2020
Q3 | $447K | Buy |
4,370
+140
| +3% | +$14.3K | 0.07% | 234 |
|
|
2020
Q2 | $402K | Buy |
+4,230
| New | +$402K | 0.07% | 242 |
|
|
2018
Q4 | – | Sell |
-121,730
| Closed | -$125K | – | 997 |
|
|
2018
Q3 | $125K | Sell |
121,730
-124,810
| -51% | -$128K | ﹤0.01% | 1259 |
|
|
2018
Q2 | $165K | Buy |
+246,540
| New | +$165K | ﹤0.01% | 1370 |
|