Frank Rimerman Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
8,582
+6,147
| +252% | +$709K | 0.07% | 213 |
|
|
2025
Q1 | $232K | Hold |
2,435
| – | – | 0.02% | 467 |
|
|
2024
Q4 | $259K | Buy |
+2,435
| New | +$259K | 0.02% | 453 |
|
|
2022
Q2 | – | Sell |
-6,160
| Closed | -$416K | – | 121 |
|
|
2022
Q1 | $416K | Sell |
6,160
-2,730
| -31% | -$185K | 0.13% | 83 |
|
|
2021
Q4 | $1.22M | Buy |
8,890
+1,520
| +21% | +$209K | 0.41% | 37 |
|
|
2021
Q3 | $999K | Buy |
+7,370
| New | +$999K | 0.39% | 37 |
|