Everhart Financial Group’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
7,321
-100
| -1% | -$11.5K | 0.1% | 144 |
|
|
2025
Q1 | $709K | Hold |
7,421
| – | – | 0.1% | 149 |
|
|
2024
Q4 | $789K | Buy |
7,421
+4
| +0.1% | +$425 | 0.16% | 130 |
|
|
2024
Q3 | $594K | Sell |
7,417
-28
| -0.4% | -$2.24K | 0.13% | 172 |
|
|
2024
Q2 | $492K | Buy |
7,445
+65
| +0.9% | +$4.29K | 0.13% | 163 |
|
|
2024
Q1 | $570K | Buy |
7,380
+89
| +1% | +$6.87K | 0.17% | 131 |
|
|
2023
Q4 | $568K | Buy |
+7,291
| New | +$568K | 0.2% | 101 |
|
|
2022
Q4 | – | Sell |
-7,660
| Closed | -$207K | – | 224 |
|
|
2022
Q3 | $207K | Sell |
7,660
-80
| -1% | -$2.16K | 0.11% | 184 |
|
|
2022
Q2 | $242K | Buy |
7,740
+430
| +6% | +$13.4K | 0.15% | 145 |
|
|
2022
Q1 | $494K | Sell |
7,310
-150
| -2% | -$10.1K | 0.29% | 77 |
|
|
2021
Q4 | $1.03M | Buy |
7,460
+690
| +10% | +$95K | 0.62% | 37 |
|
|
2021
Q3 | $918K | Sell |
6,770
-10
| -0.1% | -$1.36K | 0.63% | 36 |
|
|
2021
Q2 | $990K | Hold |
6,780
| – | – | 0.68% | 34 |
|
|
2021
Q1 | $750K | Sell |
6,780
-2,020
| -23% | -$223K | 0.66% | 37 |
|
|
2020
Q4 | $997K | Buy |
+8,800
| New | +$997K | 0.92% | 28 |
|