Kennedy Investment Group’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.75M | Sell |
15,213
-230
| -1% | -$26.5K | 0.75% | 32 |
|
2025
Q1 | $1.49M | Sell |
15,443
-222
| -1% | -$21.5K | 0.69% | 35 |
|
2024
Q4 | $1.67M | Sell |
15,665
-2,250
| -13% | -$239K | 0.75% | 30 |
|
2024
Q3 | $1.44M | Buy |
17,915
+3,315
| +23% | +$266K | 0.66% | 37 |
|
2024
Q2 | $964K | Buy |
14,600
+1,600
| +12% | +$106K | 0.49% | 52 |
|
2024
Q1 | $1M | Sell |
13,000
-550
| -4% | -$42.4K | 0.54% | 51 |
|
2023
Q4 | $1.06M | Sell |
13,550
-530
| -4% | -$41.3K | 0.59% | 45 |
|
2023
Q3 | $768K | Buy |
14,080
+30
| +0.2% | +$1.64K | 0.46% | 60 |
|
2023
Q2 | $908K | Sell |
14,050
-555
| -4% | -$35.9K | 0.53% | 53 |
|
2023
Q1 | $700K | Sell |
14,605
-1,200
| -8% | -$57.5K | 0.43% | 62 |
|
2022
Q4 | $549K | Buy |
+15,805
| New | +$549K | 0.35% | 72 |
|