Davies Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
2,343
| – | – | 0.21% | 65 |
|
|
2025
Q1 | $224K | Hold |
2,343
| – | – | 0.19% | 61 |
|
|
2024
Q4 | $249K | Sell |
2,343
-200
| -8% | -$21.3K | 0.21% | 56 |
|
|
2024
Q3 | $204K | Buy |
+2,543
| New | +$204K | 0.18% | 71 |
|
|
2024
Q2 | – | Sell |
-2,653
| Closed | -$205K | – | 73 |
|
|
2024
Q1 | $205K | Buy |
+2,653
| New | +$205K | 0.21% | 63 |
|