Meridian Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
122,837
-693
| -0.6% | -$79.9K | 0.61% | 31 |
|
|
2025
Q1 | $11.8M | Sell |
123,530
-2,821
| -2% | -$269K | 0.57% | 34 |
|
|
2024
Q4 | $13.4M | Buy |
126,351
+10,570
| +9% | +$1.12M | 0.64% | 27 |
|
|
2024
Q3 | $9.28M | Buy |
115,781
+22,502
| +24% | +$1.8M | 0.46% | 48 |
|
|
2024
Q2 | $6.16M | Buy |
+93,279
| New | +$6.16M | 0.74% | 26 |
|
|
2024
Q1 | – | Sell |
-81,295
| Closed | -$6.33M | – | 466 |
|
|
2023
Q4 | $6.33M | Buy |
81,295
+1,164
| +1% | +$90.7K | 0.4% | 54 |
|
|
2023
Q3 | $4.37M | Buy |
80,131
+7,704
| +11% | +$420K | 0.27% | 78 |
|
|
2023
Q2 | $4.68M | Sell |
72,427
-7,311
| -9% | -$472K | 0.39% | 50 |
|
|
2023
Q1 | $3.82M | Buy |
79,738
+1,461
| +2% | +$70K | 0.33% | 66 |
|
|
2022
Q4 | $2.72M | Sell |
78,277
-2,141
| -3% | -$74.3K | 0.27% | 84 |
|
|
2022
Q3 | $2.17M | Buy |
80,418
+55
| +0.1% | +$1.48K | 0.23% | 103 |
|
|
2022
Q2 | $2.51M | Buy |
80,363
+1,243
| +2% | +$38.8K | 0.21% | 123 |
|
|
2022
Q1 | $5.35M | Sell |
79,120
-1,460
| -2% | -$98.7K | 0.58% | 28 |
|
|
2021
Q4 | $11.1M | Buy |
80,580
+14,850
| +23% | +$2.05M | 1.19% | 15 |
|
|
2021
Q3 | $8.91M | Sell |
65,730
-800
| -1% | -$108K | 1.1% | 14 |
|
|
2021
Q2 | $9.72M | Buy |
66,530
+360
| +0.5% | +$52.6K | 1.24% | 12 |
|
|
2021
Q1 | $7.32M | Sell |
66,170
-240
| -0.4% | -$26.6K | 1.07% | 16 |
|
|
2020
Q4 | $7.52M | Sell |
66,410
-3,930
| -6% | -$445K | 1.19% | 16 |
|
|
2020
Q3 | $7.2M | Buy |
70,340
+4,060
| +6% | +$415K | 1.76% | 12 |
|
|
2020
Q2 | $6.29M | Buy |
66,280
+55,900
| +539% | +$5.31M | 2.11% | 8 |
|
|
2020
Q1 | $432K | Sell |
10,380
-1,020
| -9% | -$42.5K | 0.19% | 122 |
|
|
2019
Q4 | $453K | Buy |
11,400
+3,250
| +40% | +$129K | 0.22% | 97 |
|
|
2019
Q3 | $254K | Sell |
8,150
-11,980
| -60% | -$373K | 0.12% | 166 |
|
|
2019
Q2 | $6.04K | Buy |
+20,130
| New | +$6.04K | 0.24% | 67 |
|
|
2018
Q4 | – | Sell |
-227,090
| Closed | -$3.74M | – | 186 |
|
|
2018
Q3 | $3.74M | Sell |
227,090
-28,000
| -11% | -$461K | 1.61% | 18 |
|
|
2018
Q2 | $3.72M | Buy |
+255,090
| New | +$3.72M | 1.75% | 16 |
|
|
2017
Q4 | – | Sell |
-34,770
| Closed | -$413K | – | 168 |
|
|
2017
Q3 | $413K | Buy |
34,770
+5,440
| +19% | +$64.6K | 0.26% | 92 |
|
|
2017
Q2 | $255K | Sell |
29,330
-16,280
| -36% | -$142K | 0.16% | 135 |
|
|
2017
Q1 | $311K | Buy |
+45,610
| New | +$311K | 0.19% | 117 |
|