Jamison Private 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 | $228K | Buy |
+1,980
| New | +$228K | 0.03% | 186 |
|
|
2025
Q1 | – | Sell |
-1,980
| Closed | -$211K | – | 206 |
|
|
2024
Q4 | $211K | Sell |
1,980
-130
| -6% | -$13.8K | 0.03% | 197 |
|
|
2024
Q3 | $169K | Hold |
2,110
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $139K | Hold |
2,110
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $163K | Hold |
2,110
| – | – | 0.03% | 188 |
|
|
2023
Q4 | $164K | Sell |
2,110
-830
| -28% | -$64.7K | 0.03% | 179 |
|
|
2023
Q3 | $160K | Buy |
+2,940
| New | +$160K | 0.03% | 172 |
|