FWM
FFT Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
3,476
| – | – | 0.1% | 67 |
|
|
2025
Q1 | $332K | Sell |
3,476
-47
| -1% | -$4.49K | 0.07% | 77 |
|
|
2024
Q4 | $375K | Sell |
3,523
-177
| -5% | -$18.8K | 0.03% | 115 |
|
|
2024
Q3 | $297K | Hold |
3,700
| – | – | 0.02% | 134 |
|
|
2024
Q2 | $244K | Hold |
3,700
| – | – | 0.02% | 137 |
|
|
2024
Q1 | $286K | Hold |
3,700
| – | – | 0.02% | 126 |
|
|
2023
Q4 | $288K | Sell |
3,700
-1,350
| -27% | -$105K | 0.02% | 94 |
|
|
2023
Q3 | $276K | Sell |
5,050
-50
| -1% | -$2.73K | 0.04% | 73 |
|
|
2023
Q2 | $329K | Hold |
5,100
| – | – | 0.04% | 61 |
|
|
2023
Q1 | $244K | Buy |
+5,100
| New | +$244K | 0.03% | 89 |
|
|
2021
Q4 | – | Sell |
-918
| Closed | -$1.25M | – | 94 |
|
|
2021
Q3 | $1.25M | Buy |
918
+875
| +2,035% | +$1.19M | 0.12% | 33 |
|
|
2021
Q2 | $63K | Buy |
+43
| New | +$63K | 0.01% | 123 |
|