Kesler Norman & Wride’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
8,984
-467
| -5% | -$53.9K | 0.18% | 116 |
|
|
2025
Q1 | $902K | Buy |
9,451
+21
| +0.2% | +$2K | 0.17% | 118 |
|
|
2024
Q4 | $1M | Sell |
9,430
-108
| -1% | -$11.5K | 0.22% | 99 |
|
|
2024
Q3 | $764K | Buy |
9,538
+180
| +2% | +$14.4K | 0.15% | 131 |
|
|
2024
Q2 | $618K | Sell |
9,358
-350
| -4% | -$23.1K | 0.13% | 122 |
|
|
2024
Q1 | $749K | Buy |
9,708
+142
| +1% | +$11K | 0.16% | 114 |
|
|
2023
Q4 | $745K | Buy |
9,566
+62
| +0.7% | +$4.83K | 0.17% | 115 |
|
|
2023
Q3 | $519K | Buy |
9,504
+955
| +11% | +$52.1K | 0.13% | 130 |
|
|
2023
Q2 | $552K | Buy |
8,549
+505
| +6% | +$32.6K | 0.13% | 128 |
|
|
2023
Q1 | $386K | Hold |
8,044
| – | – | 0.1% | 135 |
|
|
2022
Q4 | $279K | Sell |
8,044
-162
| -2% | -$5.62K | 0.07% | 144 |
|
|
2022
Q3 | $221K | Sell |
8,206
-189
| -2% | -$5.09K | 0.06% | 150 |
|
|
2022
Q2 | $262K | Buy |
8,395
+5,105
| +155% | +$159K | 0.07% | 138 |
|
|
2022
Q1 | $222K | Sell |
3,290
-110
| -3% | -$7.42K | 0.05% | 138 |
|
|
2021
Q4 | $468K | Buy |
3,400
+130
| +4% | +$17.9K | 0.1% | 129 |
|
|
2021
Q3 | $443K | Hold |
3,270
| – | – | 0.1% | 132 |
|
|
2021
Q2 | $490K | Buy |
3,270
+80
| +3% | +$12K | 0.11% | 129 |
|
|
2021
Q1 | $353K | Buy |
3,190
+200
| +7% | +$22.1K | 0.09% | 138 |
|
|
2020
Q4 | $338K | Buy |
+2,990
| New | +$338K | 0.09% | 133 |
|