Heritage Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81K | Hold |
85
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $8.12K | Hold |
85
| – | – | ﹤0.01% | 430 |
|
|
2024
Q4 | $9.04K | Hold |
85
| – | – | ﹤0.01% | 449 |
|
|
2024
Q3 | $6.81K | Hold |
85
| – | – | ﹤0.01% | 465 |
|
|
2024
Q2 | $5.61K | Hold |
85
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $6.56K | Hold |
85
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $6.62K | Buy |
+85
| New | +$6.62K | ﹤0.01% | 473 |
|
|
2022
Q3 | – | Sell |
-1,410
| Closed | -$44K | – | 567 |
|
|
2022
Q2 | $44K | Buy |
+1,410
| New | +$44K | ﹤0.01% | 339 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$113K | – | 589 |
|
|
2020
Q4 | $113K | Hold |
1,000
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $102K | Buy |
+1,000
| New | +$102K | 0.01% | 203 |
|