Marcho Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25M | Sell |
216,676
-34,571
| -14% | -$3.99M | 8.86% | 5 |
|
|
2025
Q1 | $24M | Sell |
251,247
-22,709
| -8% | -$2.17M | 8.82% | 4 |
|
|
2024
Q4 | $29.1M | Sell |
273,956
-207,357
| -43% | -$22M | 7.82% | 5 |
|
|
2024
Q3 | $38.6M | Sell |
481,313
-130,598
| -21% | -$10.5M | 10.29% | 2 |
|
|
2024
Q2 | $40.4M | Buy |
611,911
+143,278
| +31% | +$9.46M | 10.56% | 2 |
|
|
2024
Q1 | $36.2M | Sell |
468,633
-61,395
| -12% | -$4.74M | 10.64% | 4 |
|
|
2023
Q4 | $41.3M | Sell |
530,028
-57,170
| -10% | -$4.45M | 14.14% | 2 |
|
|
2023
Q3 | $32M | Sell |
587,198
-105,854
| -15% | -$5.78M | 9.94% | 5 |
|
|
2023
Q2 | $44.8M | Sell |
693,052
-278,125
| -29% | -$18M | 10.22% | 4 |
|
|
2023
Q1 | $46.6M | Sell |
971,177
-465,186
| -32% | -$22.3M | 11.01% | 3 |
|
|
2022
Q4 | $49.9M | Sell |
1,436,363
-336,006
| -19% | -$11.7M | 11.73% | 3 |
|
|
2022
Q3 | $47.7M | Buy |
1,772,369
+148,476
| +9% | +$4M | 10.75% | 4 |
|
|
2022
Q2 | $50.7M | Sell |
1,623,893
-722,797
| -31% | -$22.6M | 12.17% | 2 |
|
|
2022
Q1 | $159M | Buy |
2,346,690
+1,213,000
| +107% | +$82M | 19.28% | 1 |
|
|
2021
Q4 | $156M | Sell |
1,133,690
-178,500
| -14% | -$24.6M | 11.29% | 3 |
|
|
2021
Q3 | $178M | Buy |
1,312,190
+29,500
| +2% | +$4M | 11.17% | 2 |
|
|
2021
Q2 | $187M | Buy |
1,282,690
+105,500
| +9% | +$15.4M | 12.55% | 2 |
|
|
2021
Q1 | $130M | Buy |
1,177,190
+578,600
| +97% | +$64M | 10.81% | 3 |
|
|
2020
Q4 | $67.8M | Buy |
598,590
+186,340
| +45% | +$21.1M | 6.1% | 8 |
|
|
2020
Q3 | $42.2M | Buy |
+412,250
| New | +$42.2M | 8.09% | 7 |
|