GeoWealth 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 | $251K | Buy |
2,179
+480
| +28% | +$55.4K | 0.01% | 595 |
|
|
2025
Q1 | $162K | Sell |
1,699
-3,770
| -69% | -$360K | 0.01% | 703 |
|
|
2024
Q4 | $582K | Sell |
5,469
-837
| -13% | -$89K | 0.02% | 434 |
|
|
2024
Q3 | $505K | Sell |
6,306
-783
| -11% | -$62.8K | 0.02% | 467 |
|
|
2024
Q2 | $468K | Buy |
7,089
+3,240
| +84% | +$214K | 0.02% | 449 |
|
|
2024
Q1 | $297K | Buy |
3,849
+1,366
| +55% | +$105K | 0.01% | 575 |
|
|
2023
Q4 | $193K | Buy |
+2,483
| New | +$193K | 0.02% | 512 |
|