Icon 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 | $6.01M | Buy |
52,127
+161
| +0.3% | +$18.6K | 0.43% | 47 |
|
|
2025
Q1 | $4.96M | Sell |
51,966
-373
| -0.7% | -$35.6K | 0.41% | 53 |
|
|
2024
Q4 | $5.57M | Sell |
52,339
-245
| -0.5% | -$26.1K | 0.46% | 45 |
|
|
2024
Q3 | $4.21M | Buy |
52,584
+12,958
| +33% | +$1.04M | 0.35% | 59 |
|
|
2024
Q2 | $2.43M | Buy |
39,626
+30,742
| +346% | +$1.88M | 0.22% | 80 |
|
|
2024
Q1 | $686K | Buy |
8,884
+611
| +7% | +$47.2K | 0.06% | 170 |
|
|
2023
Q4 | $644K | Buy |
+8,273
| New | +$644K | 0.07% | 160 |
|
|
2022
Q4 | $330K | Sell |
9,495
-191
| -2% | -$6.63K | 0.04% | 240 |
|
|
2022
Q3 | $261K | Buy |
+9,686
| New | +$261K | 0.03% | 262 |
|