Laidlaw 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 | $231K | Buy |
+2,000
| New | +$231K | 0.66% | 38 |
|
|
2025
Q1 | – | Sell |
-4,129
| Closed | -$439K | – | 139 |
|
|
2024
Q4 | $439K | Buy |
+4,129
| New | +$439K | 0.19% | 121 |
|
|
2024
Q1 | – | Sell |
-3,076
| Closed | -$240K | – | 230 |
|
|
2023
Q4 | $240K | Sell |
3,076
-986
| -24% | -$76.8K | 0.09% | 213 |
|
|
2023
Q3 | $222K | Sell |
4,062
-320
| -7% | -$17.5K | 0.07% | 245 |
|
|
2023
Q2 | $283K | Buy |
4,382
+101
| +2% | +$6.53K | 0.06% | 270 |
|
|
2023
Q1 | $205K | Buy |
+4,281
| New | +$205K | 0.04% | 332 |
|
|
2022
Q2 | – | Sell |
-4,830
| Closed | -$326K | – | 406 |
|
|
2022
Q1 | $326K | Sell |
4,830
-530
| -10% | -$35.8K | 0.05% | 287 |
|
|
2021
Q4 | $738K | Sell |
5,360
-100
| -2% | -$13.8K | 0.12% | 175 |
|
|
2021
Q3 | $740K | Sell |
5,460
-470
| -8% | -$63.7K | 0.19% | 115 |
|
|
2021
Q2 | $866K | Buy |
5,930
+980
| +20% | +$143K | 0.22% | 100 |
|
|
2021
Q1 | $548K | Buy |
4,950
+520
| +12% | +$57.6K | 0.19% | 115 |
|
|
2020
Q4 | $501K | Buy |
4,430
+1,860
| +72% | +$210K | 0.11% | 191 |
|
|
2020
Q3 | $263K | Sell |
2,570
-990
| -28% | -$101K | 0.12% | 168 |
|
|
2020
Q2 | $338K | Buy |
+3,560
| New | +$338K | 0.18% | 121 |
|