Guardian Wealth Advisors (North Carolina)’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Buy |
4,947
+314
| +7% | +$36.2K | 0.04% | 184 |
|
|
2025
Q1 | $442K | Sell |
4,633
-266
| -5% | -$25.4K | 0.04% | 200 |
|
|
2024
Q4 | $521K | Buy |
4,899
+984
| +25% | +$105K | 0.04% | 185 |
|
|
2024
Q3 | $314K | Sell |
3,915
-260
| -6% | -$20.8K | 0.03% | 206 |
|
|
2024
Q2 | $276K | Buy |
4,175
+250
| +6% | +$16.5K | 0.03% | 214 |
|
|
2024
Q1 | $303K | Sell |
3,925
-10
| -0.3% | -$772 | 0.04% | 210 |
|
|
2023
Q4 | $307K | Sell |
3,935
-510
| -11% | -$39.7K | 0.05% | 190 |
|
|
2023
Q3 | $243K | Buy |
4,445
+400
| +10% | +$21.8K | 0.04% | 204 |
|
|
2023
Q2 | $261K | Sell |
4,045
-6,010
| -60% | -$388K | 0.04% | 183 |
|
|
2023
Q1 | $482K | Buy |
10,055
+2,105
| +26% | +$101K | 0.08% | 124 |
|
|
2022
Q4 | $276K | Buy |
+7,950
| New | +$276K | 0.05% | 161 |
|