Global Wealth Management Investment Advisory’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
18,133
-45
| -0.2% | -$5.19K | 0.39% | 74 |
|
|
2025
Q1 | $1.74M | Buy |
18,178
+1,009
| +6% | +$96.3K | 0.35% | 80 |
|
|
2024
Q4 | $1.83M | Sell |
17,169
-7,229
| -30% | -$769K | 0.38% | 77 |
|
|
2024
Q3 | $1.96M | Buy |
24,398
+5,742
| +31% | +$460K | 0.42% | 70 |
|
|
2024
Q2 | $1.23M | Buy |
18,656
+1,800
| +11% | +$119K | 0.29% | 83 |
|
|
2024
Q1 | $1.3M | Buy |
16,856
+129
| +0.8% | +$9.96K | 0.32% | 82 |
|
|
2023
Q4 | $1.3M | Buy |
16,727
+854
| +5% | +$66.5K | 0.33% | 80 |
|
|
2023
Q3 | $866K | Buy |
15,873
+1,175
| +8% | +$64.1K | 0.24% | 95 |
|
|
2023
Q2 | $949K | Sell |
14,698
-3,896
| -21% | -$252K | 0.26% | 94 |
|
|
2023
Q1 | $891K | Sell |
18,594
-589
| -3% | -$28.2K | 0.27% | 90 |
|
|
2022
Q4 | $666K | Buy |
19,183
+1,271
| +7% | +$44.1K | 0.22% | 92 |
|
|
2022
Q3 | $483K | Sell |
17,912
-4,304
| -19% | -$116K | 0.17% | 99 |
|
|
2022
Q2 | $694K | Buy |
+22,216
| New | +$694K | 0.23% | 88 |
|
|
2020
Q4 | – | Sell |
-7,470
| Closed | -$764K | – | 492 |
|
|
2020
Q3 | $764K | Buy |
+7,470
| New | +$764K | 0.33% | 76 |
|
|
2020
Q2 | – | Sell |
-12,680
| Closed | -$529K | – | 665 |
|
|
2020
Q1 | $529K | Sell |
12,680
-500
| -4% | -$20.9K | 0.27% | 77 |
|
|
2019
Q4 | $524K | Buy |
+13,180
| New | +$524K | 0.22% | 81 |
|
|
2019
Q1 | – | Sell |
-18,070
| Closed | -$250K | – | 752 |
|
|
2018
Q4 | $250K | Buy |
+18,070
| New | +$250K | 0.15% | 116 |
|