Financial Perspectives’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
18,921
+699
| +4% | +$80.6K | 0.66% | 30 |
|
|
2025
Q1 | $1.74M | Hold |
18,222
| – | – | 0.6% | 33 |
|
|
2024
Q4 | $1.94M | Hold |
18,222
| – | – | 0.65% | 31 |
|
|
2024
Q3 | $1.46M | Hold |
18,222
| – | – | 0.51% | 36 |
|
|
2024
Q2 | $1.2M | Buy |
18,222
+3,041
| +20% | +$201K | 0.44% | 39 |
|
|
2024
Q1 | $1.17M | Buy |
15,181
+130
| +0.9% | +$10K | 0.44% | 41 |
|
|
2023
Q4 | $1.17M | Sell |
15,051
-2,720
| -15% | -$212K | 0.48% | 40 |
|
|
2023
Q3 | $970K | Hold |
17,771
| – | – | 0.44% | 42 |
|
|
2023
Q2 | $1.15M | Sell |
17,771
-20
| -0.1% | -$1.29K | 0.51% | 39 |
|
|
2023
Q1 | $853K | Buy |
17,791
+850
| +5% | +$40.7K | 0.41% | 43 |
|
|
2022
Q4 | $588K | Sell |
16,941
-1,143
| -6% | -$39.7K | 0.3% | 55 |
|
|
2022
Q3 | $487K | Buy |
18,084
+1,464
| +9% | +$39.4K | 0.27% | 57 |
|
|
2022
Q2 | $519K | Hold |
16,620
| – | – | 0.29% | 52 |
|
|
2022
Q1 | $1.12M | Buy |
+16,620
| New | +$1.12M | 0.52% | 31 |
|