Jacksonville 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
$963K Sell
8,346
-129
-2% -$14.9K 0.77% 28
2025
Q1
$809K Sell
8,475
-125
-1% -$11.9K 0.8% 28
2024
Q4
$914K Buy
+8,600
New +$914K 0.85% 25