LWAM
Legacy Wealth Asset Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Sell |
7,352
-165
| -2% | -$19K | 0.22% | 119 |
|
|
2025
Q1 | $718K | Sell |
7,517
-257
| -3% | -$24.5K | 0.2% | 156 |
|
|
2024
Q4 | $827K | Sell |
7,774
-353
| -4% | -$37.5K | 0.23% | 117 |
|
|
2024
Q3 | $651K | Buy |
8,127
+154
| +2% | +$12.3K | 0.17% | 191 |
|
|
2024
Q2 | $527K | Buy |
7,973
+160
| +2% | +$10.6K | 0.15% | 219 |
|
|
2024
Q1 | $603K | Sell |
7,813
-119
| -2% | -$9.18K | 0.17% | 190 |
|
|
2023
Q4 | $618K | Sell |
7,932
-484
| -6% | -$37.7K | 0.2% | 166 |
|
|
2023
Q3 | $459K | Buy |
+8,416
| New | +$459K | 0.17% | 218 |
|
|
2022
Q4 | – | Sell |
-13,985
| Closed | -$377K | – | 344 |
|
|
2022
Q3 | $377K | Buy |
13,985
+4,405
| +46% | +$119K | 0.16% | 224 |
|
|
2022
Q2 | $299K | Buy |
9,580
+8,649
| +929% | +$8.43K | 0.12% | 233 |
|
|
2022
Q1 | $629K | Buy |
931
+166
| +22% | +$112K | 0.22% | 166 |
|
|
2021
Q4 | $1.05M | Buy |
765
+196
| +34% | +$270K | 0.36% | 93 |
|
|
2021
Q3 | $771K | Sell |
569
-33
| -5% | -$44.7K | 0.35% | 115 |
|
|
2021
Q2 | $880K | Sell |
602
-94
| -14% | -$137K | 0.39% | 91 |
|
|
2021
Q1 | $770K | Sell |
696
-17
| -2% | -$18.8K | 0.36% | 107 |
|
|
2020
Q4 | $807K | Buy |
+713
| New | +$807K | 0.41% | 84 |
|