MGWM
Marks Group Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Sell |
5,915
-37
| -0.6% | -$4.27K | 0.06% | 205 |
|
|
2025
Q1 | $568K | Sell |
5,952
-2,158
| -27% | -$206K | 0.05% | 227 |
|
|
2024
Q4 | $862K | Buy |
8,110
+373
| +5% | +$39.7K | 0.08% | 179 |
|
|
2024
Q3 | $620K | Buy |
7,737
+426
| +6% | +$34.1K | 0.06% | 206 |
|
|
2024
Q2 | $483K | Buy |
7,311
+1,421
| +24% | +$93.9K | 0.05% | 224 |
|
|
2024
Q1 | $455K | Buy |
5,890
+180
| +3% | +$13.9K | 0.05% | 226 |
|
|
2023
Q4 | $445K | Buy |
+5,710
| New | +$445K | 0.05% | 225 |
|