Family 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 | $361K | Buy |
3,130
+605
| +24% | +$69.8K | 0.05% | 133 |
|
|
2025
Q1 | $241K | Buy |
2,525
+127
| +5% | +$12.1K | 0.04% | 147 |
|
|
2024
Q4 | $255K | Sell |
2,398
-253
| -10% | -$26.9K | 0.04% | 136 |
|
|
2024
Q3 | $212K | Buy |
+2,651
| New | +$212K | 0.04% | 155 |
|
|
2024
Q1 | – | Sell |
-2,600
| Closed | -$203K | – | 191 |
|
|
2023
Q4 | $203K | Buy |
+2,600
| New | +$203K | 0.04% | 132 |
|
|
2022
Q4 | – | Sell |
-39,813
| Closed | -$1.07M | – | 183 |
|
|
2022
Q3 | $1.07M | Sell |
39,813
-2,444
| -6% | -$65.9K | 0.28% | 63 |
|
|
2022
Q2 | $1.32M | Sell |
42,257
-4,583
| -10% | -$143K | 0.36% | 59 |
|
|
2022
Q1 | $3.17M | Buy |
46,840
+15,950
| +52% | +$1.08M | 0.88% | 36 |
|
|
2021
Q4 | $4.26M | Buy |
30,890
+2,800
| +10% | +$386K | 1.11% | 29 |
|
|
2021
Q3 | $3.81M | Buy |
28,090
+20,970
| +295% | +$2.84M | 1.05% | 30 |
|
|
2021
Q2 | $1.04M | Buy |
7,120
+1,390
| +24% | +$203K | 0.28% | 68 |
|
|
2021
Q1 | $634K | Buy |
5,730
+1,200
| +26% | +$133K | 0.2% | 80 |
|
|
2020
Q4 | $513K | Buy |
4,530
+100
| +2% | +$11.3K | 0.18% | 85 |
|
|
2020
Q3 | $453K | Buy |
+4,430
| New | +$453K | 0.2% | 79 |
|