CWS
Cypress Wealth Services’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
17,036
+374
| +2% | +$43.1K | 0.35% | 57 |
|
|
2025
Q1 | $1.59M | Buy |
16,662
+147
| +0.9% | +$14K | 0.32% | 64 |
|
|
2024
Q4 | $1.76M | Buy |
16,515
+555
| +3% | +$59K | 0.35% | 56 |
|
|
2024
Q3 | $1.28M | Sell |
15,960
-70
| -0.4% | -$5.61K | 0.26% | 68 |
|
|
2024
Q2 | $1.06M | Hold |
16,030
| – | – | 0.24% | 73 |
|
|
2024
Q1 | $1.24M | Sell |
16,030
-1,277
| -7% | -$98.5K | 0.29% | 68 |
|
|
2023
Q4 | $1.35M | Buy |
17,307
+3
| +0% | +$234 | 0.34% | 60 |
|
|
2023
Q3 | $944K | Sell |
17,304
-2,000
| -10% | -$109K | 0.26% | 71 |
|
|
2023
Q2 | $1.33M | Buy |
19,304
+5,636
| +41% | +$387K | 0.35% | 60 |
|
|
2023
Q1 | $655K | Sell |
13,668
-200
| -1% | -$9.59K | 0.19% | 94 |
|
|
2022
Q4 | $481K | Buy |
13,868
+598
| +5% | +$20.8K | 0.15% | 122 |
|
|
2022
Q3 | $361K | Buy |
13,270
+300
| +2% | +$8.16K | 0.12% | 144 |
|
|
2022
Q2 | $405K | Buy |
12,970
+11,647
| +880% | +$364K | 0.13% | 138 |
|
|
2022
Q1 | $894K | Sell |
1,323
-24
| -2% | -$16.2K | 0.24% | 76 |
|
|
2021
Q4 | $1.86M | Buy |
1,347
+20
| +2% | +$27.5K | 0.51% | 52 |
|
|
2021
Q3 | $1.8M | Sell |
1,327
-15
| -1% | -$20.3K | 0.54% | 49 |
|
|
2021
Q2 | $1.96M | Sell |
1,342
-66
| -5% | -$96.4K | 0.54% | 50 |
|
|
2021
Q1 | $1.56M | Buy |
1,408
+17
| +1% | +$18.8K | 0.33% | 67 |
|
|
2020
Q4 | $1.58M | Buy |
+1,391
| New | +$1.58M | 0.35% | 58 |
|
|
2020
Q3 | – | Sell |
-1,343
| Closed | -$1.28M | – | 207 |
|
|
2020
Q2 | $1.28M | Sell |
1,343
-44
| -3% | -$41.8K | 0.3% | 77 |
|
|
2020
Q1 | $578K | Hold |
1,387
| – | – | 0.17% | 118 |
|
|
2019
Q4 | $551K | Buy |
1,387
+7
| +0.5% | +$2.78K | 0.14% | 126 |
|
|
2019
Q3 | $430K | Hold |
1,380
| – | – | 0.12% | 143 |
|
|
2019
Q2 | $414K | Buy |
+1,380
| New | +$414K | 0.12% | 150 |
|