HB Wealth 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 | $962K | Sell |
8,340
-6,736
| -45% | -$777K | 0.01% | 526 |
|
|
2025
Q1 | $1.44M | Buy |
15,076
+3,249
| +27% | +$310K | 0.01% | 442 |
|
|
2024
Q4 | $1.26M | Buy |
11,827
+2,569
| +28% | +$273K | 0.01% | 365 |
|
|
2024
Q3 | $742K | Buy |
9,258
+489
| +6% | +$39.2K | 0.01% | 457 |
|
|
2024
Q2 | $579K | Buy |
8,769
+1,411
| +19% | +$93.2K | 0.01% | 496 |
|
|
2024
Q1 | $568K | Buy |
7,358
+1,841
| +33% | +$142K | 0.01% | 460 |
|
|
2023
Q4 | $430K | Buy |
5,517
+1,002
| +22% | +$78.1K | 0.01% | 502 |
|
|
2023
Q3 | $246K | Buy |
4,515
+318
| +8% | +$17.4K | ﹤0.01% | 629 |
|
|
2023
Q2 | $271K | Sell |
4,197
-117
| -3% | -$7.56K | ﹤0.01% | 577 |
|
|
2023
Q1 | $207K | Buy |
+4,314
| New | +$207K | ﹤0.01% | 666 |
|
|
2022
Q2 | – | Sell |
-4,590
| Closed | -$310K | – | 615 |
|
|
2022
Q1 | $310K | Buy |
4,590
+830
| +22% | +$56.1K | 0.01% | 447 |
|
|
2021
Q4 | $518K | Buy |
+3,760
| New | +$518K | 0.01% | 312 |
|