GoalVest 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 | $45.8K | Hold |
397
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $37.9K | Buy |
397
+50
| +14% | +$4.77K | 0.01% | 203 |
|
|
2024
Q4 | $36.9K | Hold |
347
| – | – | 0.01% | 204 |
|
|
2024
Q3 | $27.8K | Hold |
347
| – | – | 0.01% | 240 |
|
|
2024
Q2 | $22.9K | Hold |
347
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $26.8K | Hold |
347
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $27K | Hold |
347
| – | – | 0.01% | 182 |
|
|
2023
Q3 | $18.9K | Sell |
347
-300
| -46% | -$16.4K | 0.01% | 224 |
|
|
2023
Q2 | $41.8K | Hold |
647
| – | – | 0.02% | 152 |
|
|
2023
Q1 | $31K | Buy |
647
+67
| +12% | +$3.21K | 0.02% | 142 |
|
|
2022
Q4 | $20.1K | Hold |
580
| – | – | 0.01% | 157 |
|
|
2022
Q3 | $16K | Hold |
580
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $20K | Hold |
580
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $39K | Buy |
+580
| New | +$39K | 0.02% | 167 |
|
|
2021
Q2 | $85K | Hold |
580
| – | – | 0.05% | 134 |
|
|
2021
Q1 | $64K | Hold |
580
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $66K | Buy |
+580
| New | +$66K | 0.06% | 104 |
|