Mayflower Financial 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 | $931K | Buy |
8,075
+294
| +4% | +$33.9K | 0.13% | 158 |
|
2025
Q1 | $743K | Sell |
7,781
-570
| -7% | -$54.4K | 0.11% | 171 |
|
2024
Q4 | $888K | Sell |
8,351
-371
| -4% | -$39.4K | 0.13% | 151 |
|
2024
Q3 | $699K | Sell |
8,722
-30
| -0.3% | -$2.4K | 0.11% | 175 |
|
2024
Q2 | $578K | Buy |
8,752
+2,129
| +32% | +$141K | 0.09% | 192 |
|
2024
Q1 | $511K | Sell |
6,623
-167
| -2% | -$12.9K | 0.09% | 208 |
|
2023
Q4 | $529K | Sell |
6,790
-378
| -5% | -$29.4K | 0.07% | 195 |
|
2023
Q3 | $391K | Buy |
7,168
+148
| +2% | +$8.08K | 0.06% | 218 |
|
2023
Q2 | $453K | Buy |
7,020
+327
| +5% | +$21.1K | 0.06% | 216 |
|
2023
Q1 | $321K | Buy |
6,693
+574
| +9% | +$27.5K | 0.04% | 258 |
|
2022
Q4 | $212K | Buy |
+6,119
| New | +$212K | 0.03% | 315 |
|
2022
Q2 | – | Sell |
-5,430
| Closed | -$367K | – | 361 |
|
2022
Q1 | $367K | Sell |
5,430
-20
| -0.4% | -$1.35K | 0.05% | 238 |
|
2021
Q4 | $751K | Buy |
5,450
+50
| +0.9% | +$6.89K | 0.1% | 147 |
|
2021
Q3 | $802K | Buy |
5,400
+40
| +0.7% | +$5.94K | 0.11% | 132 |
|
2021
Q2 | $783K | Buy |
5,360
+90
| +2% | +$13.1K | 0.11% | 126 |
|
2021
Q1 | $583K | Sell |
5,270
-300
| -5% | -$33.2K | 0.09% | 147 |
|
2020
Q4 | $630K | Buy |
+5,570
| New | +$630K | 0.11% | 134 |
|