Marcum Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $450K | Sell |
4,708
-6,890
| -59% | -$659K | 0.04% | 207 |
|
|
2024
Q4 | $1.23M | Buy |
11,598
+931
| +9% | +$99K | 0.11% | 92 |
|
|
2024
Q3 | $855K | Buy |
10,667
+22
| +0.2% | +$1.76K | 0.08% | 128 |
|
|
2024
Q2 | $703K | Buy |
10,645
+733
| +7% | +$48.4K | 0.07% | 143 |
|
|
2024
Q1 | $765K | Buy |
9,912
+306
| +3% | +$23.6K | 0.08% | 134 |
|
|
2023
Q4 | $748K | Buy |
9,606
+1,201
| +14% | +$93.6K | 0.08% | 129 |
|
|
2023
Q3 | $459K | Sell |
8,405
-139
| -2% | -$7.59K | 0.06% | 186 |
|
|
2023
Q2 | $552K | Buy |
8,544
+1,145
| +15% | +$74K | 0.06% | 159 |
|
|
2023
Q1 | $355K | Buy |
7,399
+1,164
| +19% | +$55.8K | 0.04% | 221 |
|
|
2022
Q4 | $216K | Buy |
+6,235
| New | +$216K | 0.03% | 297 |
|
|
2022
Q1 | – | Sell |
-2,280
| Closed | -$314K | – | 401 |
|
|
2021
Q4 | $314K | Buy |
2,280
+540
| +31% | +$74.4K | 0.04% | 246 |
|
|
2021
Q3 | $236K | Sell |
1,740
-40
| -2% | -$5.43K | 0.04% | 279 |
|
|
2021
Q2 | $260K | Sell |
1,780
-4,460
| -71% | -$651K | 0.04% | 239 |
|
|
2021
Q1 | $690K | Buy |
+6,240
| New | +$690K | 0.11% | 127 |
|