Horst & Graben Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Sell |
7,616
-119
| -2% | -$13.7K | 0.15% | 79 |
|
|
2025
Q1 | $739K | Buy |
7,735
+818
| +12% | +$78.1K | 0.13% | 77 |
|
|
2024
Q4 | $735K | Buy |
6,917
+2,806
| +68% | +$298K | 0.13% | 74 |
|
|
2024
Q3 | $329K | Hold |
4,111
| – | – | 0.06% | 111 |
|
|
2024
Q2 | $272K | Buy |
4,111
+1,255
| +44% | +$82.9K | 0.05% | 117 |
|
|
2024
Q1 | $220K | Hold |
2,856
| – | – | 0.04% | 137 |
|
|
2023
Q4 | $222K | Buy |
+2,856
| New | +$222K | 0.05% | 124 |
|
|
2023
Q2 | – | Sell |
-4,840
| Closed | -$232K | – | 135 |
|
|
2023
Q1 | $232K | Buy |
+4,840
| New | +$232K | 0.06% | 116 |
|
|
2022
Q1 | – | Sell |
-1,790
| Closed | -$247K | – | 142 |
|
|
2021
Q4 | $247K | Hold |
1,790
| – | – | 0.06% | 120 |
|
|
2021
Q3 | $243K | Hold |
1,790
| – | – | 0.07% | 115 |
|
|
2021
Q2 | $262K | Buy |
+1,790
| New | +$262K | 0.07% | 110 |
|
|
2021
Q1 | – | Sell |
-1,790
| Closed | -$203K | – | 132 |
|
|
2020
Q4 | $203K | Sell |
1,790
-300
| -14% | -$34K | 0.07% | 111 |
|
|
2020
Q3 | $214K | Buy |
+2,090
| New | +$214K | 0.08% | 104 |
|