IFWM
Institute for Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
9,989
-830
| -8% | -$95.7K | 0.13% | 167 |
|
|
2025
Q1 | $1.03M | Buy |
10,819
+1,109
| +11% | +$106K | 0.13% | 177 |
|
|
2024
Q4 | $1.03M | Buy |
9,710
+624
| +7% | +$66.4K | 0.13% | 167 |
|
|
2024
Q3 | $728K | Buy |
9,086
+701
| +8% | +$56.2K | 0.09% | 229 |
|
|
2024
Q2 | $554K | Buy |
8,385
+4,546
| +118% | +$300K | 0.07% | 261 |
|
|
2024
Q1 | $296K | Sell |
3,839
-1,056
| -22% | -$81.5K | 0.04% | 389 |
|
|
2023
Q4 | $381K | Hold |
4,895
| – | – | 0.06% | 316 |
|
|
2023
Q3 | $267K | Hold |
4,895
| – | – | 0.05% | 365 |
|
|
2023
Q2 | $316K | Sell |
4,895
-1,111
| -18% | -$71.8K | 0.05% | 350 |
|
|
2023
Q1 | $288K | Sell |
6,006
-122
| -2% | -$5.85K | 0.06% | 362 |
|
|
2022
Q4 | $213K | Sell |
6,128
-5,750
| -48% | -$200K | 0.04% | 408 |
|
|
2022
Q3 | $320K | Buy |
11,878
+2,368
| +25% | +$63.8K | 0.07% | 325 |
|
|
2022
Q2 | $297K | Buy |
9,510
+8,843
| +1,326% | +$276K | 0.06% | 394 |
|
|
2022
Q1 | $451K | Buy |
+667
| New | +$451K | 0.07% | 313 |
|
|
2021
Q4 | – | Sell |
-698
| Closed | -$946K | – | 500 |
|
|
2021
Q3 | $946K | Buy |
698
+22
| +3% | +$29.8K | 0.17% | 157 |
|
|
2021
Q2 | $988K | Buy |
676
+72
| +12% | +$105K | 0.17% | 152 |
|
|
2021
Q1 | $668K | Buy |
604
+19
| +3% | +$21K | 0.13% | 200 |
|
|
2020
Q4 | $662K | Sell |
585
-120
| -17% | -$136K | 0.13% | 196 |
|
|
2020
Q3 | $721K | Sell |
705
-64
| -8% | -$65.5K | 0.16% | 158 |
|
|
2020
Q2 | $730K | Buy |
769
+4
| +0.5% | +$3.8K | 0.18% | 150 |
|
|
2020
Q1 | $319K | Sell |
765
-111
| -13% | -$46.3K | 0.1% | 261 |
|
|
2019
Q4 | $348K | Buy |
876
+7
| +0.8% | +$2.78K | 0.08% | 313 |
|
|
2019
Q3 | $271K | Buy |
869
+12
| +1% | +$3.74K | 0.07% | 344 |
|
|
2019
Q2 | $257K | Buy |
+857
| New | +$257K | 0.06% | 385 |
|