Greatmark Investment Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Hold |
3,125
| – | – | 0.05% | 106 |
|
|
2025
Q1 | $298K | Buy |
+3,125
| New | +$298K | 0.04% | 115 |
|
|
2024
Q1 | – | Sell |
-908
| Closed | -$70.7K | – | 129 |
|
|
2023
Q4 | $70.7K | Buy |
908
+8
| +0.9% | +$623 | 0.01% | 126 |
|
|
2023
Q3 | $49.1K | Sell |
900
-29,950
| -97% | -$1.63M | 0.01% | 124 |
|
|
2023
Q2 | $1.99M | Sell |
30,850
-6,650
| -18% | -$430K | 0.34% | 55 |
|
|
2023
Q1 | $1.8M | Buy |
+37,500
| New | +$1.8M | 0.32% | 54 |
|