Jeppson 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 | $2.9M | Buy |
25,110
+31
| +0.1% | +$3.58K | 1% | 20 |
|
|
2025
Q1 | $2.39M | Sell |
25,079
-148
| -0.6% | -$14.1K | 0.88% | 25 |
|
|
2024
Q4 | $2.68M | Sell |
25,227
-265
| -1% | -$28.2K | 0.97% | 19 |
|
|
2024
Q3 | $2.04M | Sell |
25,492
-6
| -0% | -$481 | 0.73% | 34 |
|
|
2024
Q2 | $1.68M | Buy |
25,498
+282
| +1% | +$18.6K | 0.64% | 38 |
|
|
2024
Q1 | $1.95M | Sell |
25,216
-30
| -0.1% | -$2.32K | 0.76% | 28 |
|
|
2023
Q4 | $1.97M | Sell |
25,246
-30
| -0.1% | -$2.34K | 0.81% | 24 |
|
|
2023
Q3 | $1.38M | Sell |
25,276
-39
| -0.2% | -$2.13K | 0.63% | 39 |
|
|
2023
Q2 | $1.64M | Sell |
25,315
-706
| -3% | -$45.6K | 0.71% | 31 |
|
|
2023
Q1 | $1.25M | Sell |
26,021
-756
| -3% | -$36.2K | 0.54% | 43 |
|
|
2022
Q4 | $929K | Sell |
26,777
-107
| -0.4% | -$3.71K | 0.39% | 59 |
|
|
2022
Q3 | $724K | Buy |
26,884
+4,981
| +23% | +$134K | 0.33% | 70 |
|
|
2022
Q2 | $684K | Buy |
21,903
+10,543
| +93% | +$329K | 0.29% | 78 |
|
|
2022
Q1 | $767K | Buy |
11,360
+3,100
| +38% | +$209K | 0.36% | 67 |
|
|
2021
Q4 | $1.14M | Buy |
8,260
+480
| +6% | +$66.1K | 0.55% | 45 |
|
|
2021
Q3 | $1.05M | Buy |
7,780
+30
| +0.4% | +$4.06K | 0.55% | 49 |
|
|
2021
Q2 | $1.13M | Buy |
7,750
+830
| +12% | +$121K | 0.62% | 43 |
|
|
2021
Q1 | $765K | Sell |
6,920
-70
| -1% | -$7.74K | 0.45% | 52 |
|
|
2020
Q4 | $791K | Buy |
6,990
+100
| +1% | +$11.3K | 0.53% | 50 |
|
|
2020
Q3 | $705K | Buy |
+6,890
| New | +$705K | 0.55% | 49 |
|