HM Payson & Co’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $65.5K | Hold |
686
| – | – | ﹤0.01% | 597 |
|
|
2024
Q4 | $72.9K | Hold |
686
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $55K | Buy |
686
+186
| +37% | +$14.9K | ﹤0.01% | 612 |
|
|
2024
Q2 | $33K | Hold |
500
| – | – | ﹤0.01% | 670 |
|
|
2024
Q1 | $38.6K | Sell |
500
-310
| -38% | -$23.9K | ﹤0.01% | 643 |
|
|
2023
Q4 | $63.1K | Buy |
810
+610
| +305% | +$47.5K | ﹤0.01% | 553 |
|
|
2023
Q3 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $12.9K | Buy |
200
+122
| +156% | +$7.88K | ﹤0.01% | 777 |
|
|
2023
Q1 | $3.74K | Buy |
+78
| New | +$3.74K | ﹤0.01% | 879 |
|
|
2022
Q4 | – | Sell |
-250
| Closed | -$7K | – | 993 |
|
|
2022
Q3 | $7K | Sell |
250
-20
| -7% | -$560 | ﹤0.01% | 822 |
|
|
2022
Q2 | $8K | Sell |
270
-50
| -16% | -$1.48K | ﹤0.01% | 845 |
|
|
2022
Q1 | $22K | Sell |
320
-550
| -63% | -$37.8K | ﹤0.01% | 732 |
|
|
2021
Q4 | $120K | Buy |
870
+810
| +1,350% | +$112K | ﹤0.01% | 468 |
|
|
2021
Q3 | $8K | Sell |
60
-180
| -75% | -$24K | ﹤0.01% | 859 |
|
|
2021
Q2 | $35K | Sell |
240
-1,890
| -89% | -$276K | ﹤0.01% | 654 |
|
|
2021
Q1 | $236K | Buy |
2,130
+1,150
| +117% | +$127K | 0.01% | 372 |
|
|
2020
Q4 | $111K | Sell |
980
-220
| -18% | -$24.9K | ﹤0.01% | 460 |
|
|
2020
Q3 | $123K | Buy |
1,200
+1,190
| +11,900% | +$122K | ﹤0.01% | 425 |
|
|
2020
Q2 | $1K | Sell |
10
-710
| -99% | -$71K | ﹤0.01% | 846 |
|
|
2020
Q1 | $30K | Hold |
720
| – | – | ﹤0.01% | 576 |
|
|
2019
Q4 | $29K | Hold |
720
| – | – | ﹤0.01% | 671 |
|
|
2019
Q3 | $22K | Hold |
720
| – | – | ﹤0.01% | 715 |
|
|
2019
Q2 | $22K | Buy |
+720
| New | +$22K | ﹤0.01% | 720 |
|