Holistic Financial Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Hold |
3,020
| – | – | 0.15% | 75 |
|
|
2025
Q1 | $288K | Buy |
3,020
+36
| +1% | +$3.44K | 0.14% | 84 |
|
|
2024
Q4 | $317K | Sell |
2,984
-52
| -2% | -$5.53K | 0.16% | 83 |
|
|
2024
Q3 | $243K | Sell |
3,036
-511
| -14% | -$41K | 0.12% | 99 |
|
|
2024
Q2 | $234K | Buy |
3,547
+182
| +5% | +$12K | 0.12% | 100 |
|
|
2024
Q1 | $260K | Buy |
3,365
+275
| +9% | +$21.2K | 0.13% | 98 |
|
|
2023
Q4 | $241K | Sell |
3,090
-2,631
| -46% | -$205K | 0.14% | 97 |
|
|
2023
Q3 | $312K | Hold |
5,721
| – | – | 0.21% | 68 |
|
|
2023
Q2 | $370K | Buy |
5,721
+27
| +0.5% | +$1.74K | 0.26% | 54 |
|
|
2023
Q1 | $273K | Buy |
+5,694
| New | +$273K | 0.21% | 78 |
|
|
2022
Q2 | – | Sell |
-5,040
| Closed | -$341K | – | 112 |
|
|
2022
Q1 | $341K | Buy |
5,040
+1,200
| +31% | +$81.2K | 0.22% | 67 |
|
|
2021
Q4 | $529K | Buy |
3,840
+540
| +16% | +$74.4K | 0.31% | 43 |
|
|
2021
Q3 | $447K | Buy |
3,300
+40
| +1% | +$5.42K | 0.28% | 49 |
|
|
2021
Q2 | $476K | Buy |
3,260
+470
| +17% | +$68.6K | 0.28% | 48 |
|
|
2021
Q1 | $309K | Hold |
2,790
| – | – | 0.2% | 72 |
|
|
2020
Q4 | $316K | Sell |
2,790
-430
| -13% | -$48.7K | 0.22% | 66 |
|
|
2020
Q3 | $329K | Buy |
+3,220
| New | +$329K | 0.26% | 52 |
|