Keystone Wealth Services’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$639K Buy
5,538
+40
+0.7% +$4.61K 0.15% 150
2025
Q1
$525K Buy
5,498
+439
+9% +$41.9K 0.14% 148
2024
Q4
$538K Buy
5,059
+497
+11% +$52.8K 0.14% 143
2024
Q3
$366K Sell
4,562
-326
-7% -$26.1K 0.1% 178
2024
Q2
$323K Buy
+4,888
New +$323K 0.1% 168