DWM
Diversify Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Buy |
45,968
+653
| +1% | +$97.5K | 0.42% | 51 |
|
|
2025
Q1 | $4.48M | Sell |
45,315
-19,637
| -30% | -$1.94M | 0.33% | 78 |
|
|
2024
Q4 | $6.74M | Buy |
64,952
+1,524
| +2% | +$158K | 0.53% | 43 |
|
|
2024
Q3 | $5.05M | Buy |
63,428
+5,599
| +10% | +$446K | 0.49% | 47 |
|
|
2024
Q2 | $3.02M | Buy |
+57,829
| New | +$3.02M | 0.38% | 65 |
|