Forum Financial 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 | $637K | Sell |
5,524
-1,264
| -19% | -$146K | 0.01% | 328 |
|
|
2025
Q1 | $648K | Sell |
6,788
-337
| -5% | -$32.2K | 0.01% | 288 |
|
|
2024
Q4 | $758K | Buy |
7,125
+2,953
| +71% | +$314K | 0.01% | 259 |
|
|
2024
Q3 | $334K | Buy |
4,172
+20
| +0.5% | +$1.6K | 0.01% | 465 |
|
|
2024
Q2 | $274K | Buy |
4,152
+345
| +9% | +$22.8K | 0.01% | 517 |
|
|
2024
Q1 | $294K | Sell |
3,807
-316
| -8% | -$24.4K | 0.01% | 510 |
|
|
2023
Q4 | $321K | Sell |
4,123
-259
| -6% | -$20.2K | 0.01% | 428 |
|
|
2023
Q3 | $239K | Buy |
4,382
+5
| +0.1% | +$273 | 0.01% | 511 |
|
|
2023
Q2 | $283K | Buy |
4,377
+15
| +0.3% | +$969 | 0.01% | 457 |
|
|
2023
Q1 | $209K | Sell |
4,362
-2,118
| -33% | -$102K | 0.01% | 550 |
|
|
2022
Q4 | $225K | Buy |
+6,480
| New | +$225K | 0.01% | 507 |
|
|
2022
Q2 | – | Sell |
-4,390
| Closed | -$296K | – | 642 |
|
|
2022
Q1 | $296K | Buy |
4,390
+40
| +0.9% | +$2.7K | 0.01% | 400 |
|
|
2021
Q4 | $599K | Buy |
+4,350
| New | +$599K | 0.03% | 210 |
|