HWA
HHM Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
1,286
| – | – | 0.02% | 240 |
|
|
2025
Q1 | $123K | Hold |
1,286
| – | – | 0.02% | 243 |
|
|
2024
Q4 | $137K | Buy |
1,286
+25
| +2% | +$2.66K | 0.02% | 228 |
|
|
2024
Q3 | $101K | Hold |
1,261
| – | – | 0.01% | 243 |
|
|
2024
Q2 | $83.3K | Hold |
1,261
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $97.3K | Hold |
1,261
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $98.2K | Buy |
1,261
+11
| +0.9% | +$857 | 0.02% | 207 |
|
|
2023
Q3 | $68.2K | Hold |
1,250
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $80.8K | Buy |
1,250
+90
| +8% | +$5.81K | 0.02% | 228 |
|
|
2023
Q1 | $55.6K | Hold |
1,160
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $40.3K | Sell |
1,160
-980
| -46% | -$34K | 0.01% | 269 |
|
|
2022
Q3 | $58K | Buy |
2,140
+400
| +23% | +$10.8K | 0.02% | 213 |
|
|
2022
Q2 | $54K | Buy |
1,740
+1,575
| +955% | +$48.9K | 0.01% | 268 |
|
|
2022
Q1 | $112K | Buy |
165
+5
| +3% | +$3.39K | 0.03% | 210 |
|
|
2021
Q4 | $220K | Buy |
160
+10
| +7% | +$13.8K | 0.05% | 130 |
|
|
2021
Q3 | $203K | Sell |
150
-56
| -27% | -$75.8K | 0.06% | 124 |
|
|
2021
Q2 | $301K | Buy |
206
+130
| +171% | +$190K | 0.08% | 97 |
|
|
2021
Q1 | $84K | Hold |
76
| – | – | 0.03% | 212 |
|
|
2020
Q4 | $86K | Buy |
+76
| New | +$86K | 0.03% | 191 |
|