Cumberland 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 | $1.67M | Hold |
14,495
| – | – | 0.12% | 109 |
|
2025
Q1 | $1.38M | Buy |
+14,495
| New | +$1.38M | 0.11% | 117 |
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$338K | – | 183 |
|
2022
Q1 | $338K | Buy |
+5,000
| New | +$338K | 0.03% | 160 |
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$407K | – | 194 |
|
2021
Q3 | $407K | Buy |
3,000
+1,000
| +50% | +$136K | 0.03% | 167 |
|
2021
Q2 | $293K | Sell |
2,000
-1,000
| -33% | -$147K | 0.02% | 164 |
|
2021
Q1 | $331K | Sell |
3,000
-4,000
| -57% | -$441K | 0.03% | 161 |
|
2020
Q4 | $790K | Buy |
+7,000
| New | +$790K | 0.07% | 128 |
|