GJWM
Gilliland Jeter Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
3,000
-2
| -0.1% | -$231 | 0.11% | 132 |
|
|
2025
Q1 | $290K | Sell |
3,002
-3
| -0.1% | -$290 | 0.1% | 144 |
|
|
2024
Q4 | $320K | Buy |
3,005
+10
| +0.3% | +$1.06K | 0.11% | 135 |
|
|
2024
Q3 | $240K | Hold |
2,995
| – | – | 0.08% | 156 |
|
|
2024
Q2 | $198K | Sell |
2,995
-2,291
| -43% | -$151K | 0.07% | 165 |
|
|
2024
Q1 | $408K | Hold |
5,286
| – | – | 0.14% | 121 |
|
|
2023
Q4 | $412K | Buy |
+5,286
| New | +$412K | 0.17% | 113 |
|