JFS Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Hold |
1,325
| – | – | 0.01% | 321 |
|
|
2025
Q1 | $127K | Buy |
1,325
+73
| +6% | +$6.97K | 0.01% | 346 |
|
|
2024
Q4 | $133K | Buy |
1,252
+195
| +18% | +$20.7K | 0.01% | 330 |
|
|
2024
Q3 | $84.7K | Buy |
1,057
+100
| +10% | +$8.01K | 0.01% | 389 |
|
|
2024
Q2 | $63.2K | Hold |
957
| – | – | 0.01% | 382 |
|
|
2024
Q1 | $73.9K | Buy |
957
+77
| +9% | +$5.94K | 0.01% | 371 |
|
|
2023
Q4 | $68.6K | Buy |
880
+18
| +2% | +$1.4K | 0.01% | 363 |
|
|
2023
Q3 | $47K | Sell |
862
-16
| -2% | -$873 | ﹤0.01% | 383 |
|
|
2023
Q2 | $56.7K | Buy |
878
+20
| +2% | +$1.29K | 0.01% | 358 |
|
|
2023
Q1 | $41.1K | Buy |
858
+11
| +1% | +$527 | ﹤0.01% | 396 |
|
|
2022
Q4 | $29.4K | Sell |
847
-484
| -36% | -$16.8K | ﹤0.01% | 452 |
|
|
2022
Q3 | $36K | Sell |
1,331
-219
| -14% | -$5.92K | ﹤0.01% | 446 |
|
|
2022
Q2 | $48K | Buy |
1,550
+210
| +16% | +$6.5K | 0.01% | 402 |
|
|
2022
Q1 | $91K | Buy |
1,340
+280
| +26% | +$19K | 0.01% | 314 |
|
|
2021
Q4 | $146K | Buy |
1,060
+20
| +2% | +$2.76K | 0.01% | 258 |
|
|
2021
Q3 | $141K | Buy |
1,040
+250
| +32% | +$33.9K | 0.01% | 258 |
|
|
2021
Q2 | $115K | Hold |
790
| – | – | 0.02% | 208 |
|
|
2021
Q1 | $87K | Buy |
790
+730
| +1,217% | +$80.4K | 0.02% | 207 |
|
|
2020
Q4 | $7K | Hold |
60
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $6K | Sell |
60
-30
| -33% | -$3K | ﹤0.01% | 431 |
|
|
2020
Q2 | $9K | Hold |
90
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 406 |
|
|
2019
Q2 | – | Sell |
-290
| Closed | -$6K | – | 481 |
|
|
2019
Q1 | $6K | Buy |
+290
| New | +$6K | ﹤0.01% | 386 |
|