Investment House LLC’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Buy
5,660
+60
+1% +$6.92K 0.03% 166
2025
Q1
$535K Hold
5,600
0.03% 170
2024
Q4
$595K Hold
5,600
0.03% 156
2024
Q3
$449K Sell
5,600
-90
-2% -$7.21K 0.02% 173
2024
Q2
$376K Buy
5,690
+375
+7% +$24.8K 0.02% 172
2024
Q1
$410K Hold
5,315
0.02% 172
2023
Q4
$414K Hold
5,315
0.03% 158
2023
Q3
$290K Sell
5,315
-2,860
-35% -$156K 0.02% 164
2023
Q2
$528K Sell
8,175
-50
-0.6% -$3.23K 0.04% 146
2023
Q1
$394K Hold
8,225
0.03% 154
2022
Q4
$285K Sell
8,225
-2,650
-24% -$92K 0.03% 159
2022
Q3
$293K Buy
10,875
+2,395
+28% +$64.5K 0.03% 157
2022
Q2
$265K Buy
8,480
+1,470
+21% +$45.9K 0.02% 154
2022
Q1
$474K Buy
7,010
+4,770
+213% +$323K 0.03% 133
2021
Q4
$309K Hold
2,240
0.02% 159
2021
Q3
$304K Hold
2,240
0.02% 164
2021
Q2
$327K Buy
2,240
+250
+13% +$36.5K 0.02% 171
2021
Q1
$220K Sell
1,990
-1,610
-45% -$178K 0.02% 181
2020
Q4
$408K Hold
3,600
0.03% 171
2020
Q3
$368K Hold
3,600
0.03% 161
2020
Q2
$342K Buy
+3,600
New +$342K 0.03% 155