Laurel Wealth Advisors (North Carolina)’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
29,991
+29,731
| +11,435% | +$258K | ﹤0.01% | 404 |
|
|
2025
Q1 | $24.8K | Hold |
260
| – | – | ﹤0.01% | 390 |
|
|
2024
Q4 | $27.6K | Hold |
260
| – | – | ﹤0.01% | 375 |
|
|
2024
Q3 | $20.8K | Sell |
260
-220
| -46% | -$17.6K | ﹤0.01% | 404 |
|
|
2024
Q2 | $31.7K | Hold |
480
| – | – | 0.01% | 328 |
|
|
2024
Q1 | $37K | Buy |
480
+470
| +4,700% | +$36.3K | 0.01% | 321 |
|
|
2023
Q4 | $779 | Hold |
10
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $546 | Buy |
+10
| New | +$546 | ﹤0.01% | 539 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$15K | – | 729 |
|
|
2021
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 416 |
|
|
2020
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 410 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$8K | – | 537 |
|
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 383 |
|
|
2019
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 410 |
|