LVW Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Buy |
4,864
+2,098
| +76% | +$242K | 0.06% | 175 |
|
|
2025
Q1 | $264K | Buy |
2,766
+17
| +0.6% | +$1.62K | 0.03% | 258 |
|
|
2024
Q4 | $292K | Sell |
2,749
-398
| -13% | -$42.3K | 0.04% | 250 |
|
|
2024
Q3 | $252K | Sell |
3,147
-351
| -10% | -$28.1K | 0.03% | 270 |
|
|
2024
Q2 | $231K | Buy |
3,498
+17
| +0.5% | +$1.12K | 0.03% | 262 |
|
|
2024
Q1 | $269K | Sell |
3,481
-54
| -2% | -$4.17K | 0.05% | 237 |
|
|
2023
Q4 | $275K | Sell |
3,535
-496
| -12% | -$38.6K | 0.05% | 215 |
|
|
2023
Q3 | $220K | Sell |
4,031
-922
| -19% | -$50.3K | 0.05% | 202 |
|
|
2023
Q2 | $320K | Buy |
4,953
+623
| +14% | +$40.2K | 0.06% | 156 |
|
|
2023
Q1 | $208K | Buy |
+4,330
| New | +$208K | 0.04% | 218 |
|
|
2021
Q4 | – | Sell |
-1,480
| Closed | -$201K | – | 250 |
|
|
2021
Q3 | $201K | Buy |
+1,480
| New | +$201K | 0.03% | 231 |
|