HWAM
Hennion & Walsh Asset Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
+2,758
| New | +$318K | 0.01% | 794 |
|
|
2024
Q1 | – | Sell |
-3,327
| Closed | -$259K | – | 880 |
|
|
2023
Q4 | $259K | Sell |
3,327
-455
| -12% | -$35.4K | 0.01% | 715 |
|
|
2023
Q3 | $206K | Sell |
3,782
-3,049
| -45% | -$166K | 0.01% | 741 |
|
|
2023
Q2 | $441K | Sell |
6,831
-299
| -4% | -$19.3K | 0.03% | 546 |
|
|
2023
Q1 | $342K | Sell |
7,130
-136
| -2% | -$6.52K | 0.02% | 604 |
|
|
2022
Q4 | $252K | Sell |
7,266
-821
| -10% | -$28.5K | 0.02% | 686 |
|
|
2022
Q3 | $218K | Buy |
8,087
+120
| +2% | +$3.24K | 0.01% | 702 |
|
|
2022
Q2 | $249K | Buy |
7,967
+7,231
| +982% | +$226K | 0.02% | 677 |
|
|
2022
Q1 | $498K | Buy |
736
+368
| +100% | +$249K | 0.03% | 514 |
|
|
2021
Q4 | $507K | Buy |
368
+106
| +40% | +$146K | 0.02% | 535 |
|
|
2021
Q3 | $355K | Buy |
+262
| New | +$355K | 0.02% | 595 |
|