Hartford Financial Management’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$15.7K Hold
136
﹤0.01% 259
2025
Q1
$13K Hold
136
﹤0.01% 280
2024
Q4
$14.5K Hold
136
﹤0.01% 282
2024
Q3
$10.9K Hold
136
﹤0.01% 297
2024
Q2
$8.98K Buy
136
+36
+36% +$2.38K ﹤0.01% 304
2024
Q1
$7.72K Hold
100
﹤0.01% 321
2023
Q4
$7.79K Hold
100
﹤0.01% 324
2023
Q3
$5.46K Sell
100
-100
-50% -$5.46K ﹤0.01% 329
2023
Q2
$12.9K Buy
200
+17
+9% +$1.1K ﹤0.01% 267
2023
Q1
$8.77K Hold
183
﹤0.01% 287
2022
Q4
$6.35K Buy
183
+83
+83% +$2.88K ﹤0.01% 301
2022
Q3
$3K Hold
100
﹤0.01% 339
2022
Q2
$3K Hold
100
﹤0.01% 344
2022
Q1
$7K Hold
100
﹤0.01% 312
2021
Q4
$14K Hold
100
﹤0.01% 275
2021
Q3
$14K Hold
100
﹤0.01% 273
2021
Q2
$15K Hold
100
﹤0.01% 270
2021
Q1
$11K Hold
100
﹤0.01% 294
2020
Q4
$11K Buy
+100
New +$11K ﹤0.01% 282
2020
Q3
Sell
-1,500
Closed -$142K 342
2020
Q2
$142K Hold
1,500
0.05% 148
2020
Q1
$63K Buy
+1,500
New +$63K 0.03% 174