Empirical 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 | $926K | Buy |
8,030
+1,755
| +28% | +$202K | 0.02% | 317 |
|
|
2025
Q1 | $599K | Sell |
6,275
-45
| -0.7% | -$4.3K | 0.02% | 373 |
|
|
2024
Q4 | $672K | Sell |
6,320
-1,029
| -14% | -$109K | 0.02% | 334 |
|
|
2024
Q3 | $589K | Sell |
7,349
-270
| -4% | -$21.6K | 0.02% | 343 |
|
|
2024
Q2 | $503K | Sell |
7,619
-4,076
| -35% | -$269K | 0.01% | 358 |
|
|
2024
Q1 | $903K | Buy |
11,695
+3,242
| +38% | +$250K | 0.03% | 265 |
|
|
2023
Q4 | $658K | Sell |
8,453
-690
| -8% | -$53.8K | 0.02% | 282 |
|
|
2023
Q3 | $499K | Buy |
9,143
+1,988
| +28% | +$108K | 0.02% | 305 |
|
|
2023
Q2 | $462K | Sell |
7,155
-450
| -6% | -$29.1K | 0.02% | 326 |
|
|
2023
Q1 | $365K | Buy |
7,605
+320
| +4% | +$15.3K | 0.02% | 366 |
|
|
2022
Q4 | $253K | Sell |
7,285
-1,835
| -20% | -$63.7K | 0.01% | 403 |
|
|
2022
Q3 | $246K | Buy |
9,120
+1,500
| +20% | +$40.5K | 0.01% | 412 |
|
|
2022
Q2 | $238K | Buy |
7,620
+650
| +9% | +$20.3K | 0.01% | 415 |
|
|
2022
Q1 | $471K | Sell |
6,970
-110
| -2% | -$7.43K | 0.02% | 340 |
|
|
2021
Q4 | $975K | Sell |
7,080
-20
| -0.3% | -$2.75K | 0.05% | 223 |
|
|
2021
Q3 | $963K | Sell |
7,100
-190
| -3% | -$25.8K | 0.05% | 199 |
|
|
2021
Q2 | $1.07M | Buy |
7,290
+100
| +1% | +$14.6K | 0.06% | 178 |
|
|
2021
Q1 | $796K | Sell |
7,190
-530
| -7% | -$58.7K | 0.06% | 188 |
|
|
2020
Q4 | $874K | Buy |
7,720
+990
| +15% | +$112K | 0.07% | 167 |
|
|
2020
Q3 | $688K | Sell |
6,730
-700
| -9% | -$71.6K | 0.06% | 172 |
|
|
2020
Q2 | $705K | Buy |
7,430
+1,200
| +19% | +$114K | 0.07% | 165 |
|
|
2020
Q1 | $260K | Buy |
+6,230
| New | +$260K | 0.03% | 261 |
|
|
2019
Q4 | – | Sell |
-6,630
| Closed | -$207K | – | 335 |
|
|
2019
Q3 | $207K | Buy |
+6,630
| New | +$207K | 0.03% | 269 |
|