ISWM
Independent Solutions Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
39,099
-824
| -2% | -$95K | 0.88% | 33 |
|
|
2025
Q1 | $3.81M | Buy |
39,923
+50
| +0.1% | +$4.77K | 0.85% | 32 |
|
|
2024
Q4 | $4.24M | Buy |
39,873
+729
| +2% | +$77.5K | 0.93% | 29 |
|
|
2024
Q3 | $3.14M | Sell |
39,144
-707
| -2% | -$56.7K | 0.71% | 42 |
|
|
2024
Q2 | $2.63M | Sell |
39,851
-342
| -0.9% | -$22.6K | 0.6% | 49 |
|
|
2024
Q1 | $3.1M | Sell |
40,193
-2,586
| -6% | -$200K | 0.74% | 42 |
|
|
2023
Q4 | $3.33M | Sell |
42,779
-392
| -0.9% | -$30.5K | 0.85% | 34 |
|
|
2023
Q3 | $2.36M | Buy |
43,171
+214
| +0.5% | +$11.7K | 0.61% | 43 |
|
|
2023
Q2 | $2.77M | Buy |
42,957
+1,088
| +3% | +$70.3K | 0.7% | 34 |
|
|
2023
Q1 | $2.01M | Buy |
41,869
+736
| +2% | +$35.3K | 0.59% | 47 |
|
|
2022
Q4 | $1.43M | Buy |
41,133
+16,115
| +64% | +$559K | 0.43% | 58 |
|
|
2022
Q3 | $674K | Buy |
25,018
+37
| +0.1% | +$997 | 0.22% | 95 |
|
|
2022
Q2 | $780K | Buy |
24,981
+22,446
| +885% | +$701K | 0.24% | 87 |
|
|
2022
Q1 | $1.71M | Sell |
2,535
-301
| -11% | -$203K | 0.4% | 59 |
|
|
2021
Q4 | $3.91M | Sell |
2,836
-52
| -2% | -$71.6K | 0.92% | 25 |
|
|
2021
Q3 | $3.92M | Sell |
2,888
-31
| -1% | -$42K | 0.97% | 22 |
|
|
2021
Q2 | $4.26M | Buy |
2,919
+72
| +3% | +$105K | 1.04% | 22 |
|
|
2021
Q1 | $3.15M | Buy |
2,847
+210
| +8% | +$232K | 0.87% | 27 |
|
|
2020
Q4 | $2.98M | Sell |
2,637
-93
| -3% | -$105K | 0.93% | 24 |
|
|
2020
Q3 | $2.79M | Sell |
2,730
-187
| -6% | -$191K | 1.07% | 23 |
|
|
2020
Q2 | $2.77M | Buy |
2,917
+221
| +8% | +$210K | 1.18% | 22 |
|
|
2020
Q1 | $1.12M | Sell |
2,696
-54
| -2% | -$22.5K | 0.62% | 35 |
|
|
2019
Q4 | $1.09M | Buy |
+2,750
| New | +$1.09M | 0.48% | 39 |
|