Mission 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 | $437K | Sell |
3,790
-1,268
| -25% | -$146K | 0.01% | 483 |
|
|
2025
Q1 | $483K | Sell |
5,058
-331
| -6% | -$31.6K | 0.01% | 431 |
|
|
2024
Q4 | $573K | Sell |
5,389
-191
| -3% | -$20.3K | 0.01% | 376 |
|
|
2024
Q3 | $447K | Sell |
5,580
-504
| -8% | -$40.4K | 0.01% | 438 |
|
|
2024
Q2 | $402K | Sell |
6,084
-3,070
| -34% | -$203K | 0.01% | 440 |
|
|
2024
Q1 | $706K | Buy |
9,154
+55
| +0.6% | +$4.24K | 0.02% | 340 |
|
|
2023
Q4 | $709K | Sell |
9,099
-450
| -5% | -$35.1K | 0.02% | 287 |
|
|
2023
Q3 | $521K | Sell |
9,549
-24
| -0.3% | -$1.31K | 0.02% | 318 |
|
|
2023
Q2 | $618K | Sell |
9,573
-1,227
| -11% | -$79.3K | 0.02% | 293 |
|
|
2023
Q1 | $518K | Sell |
10,800
-2,000
| -16% | -$95.9K | 0.02% | 314 |
|
|
2022
Q4 | $444K | Sell |
12,800
-50
| -0.4% | -$1.74K | 0.02% | 328 |
|
|
2022
Q3 | $346K | Sell |
12,850
-2,060
| -14% | -$55.5K | 0.02% | 352 |
|
|
2022
Q2 | $466K | Buy |
14,910
+4,080
| +38% | +$128K | 0.02% | 300 |
|
|
2022
Q1 | $732K | Sell |
10,830
-3,290
| -23% | -$222K | 0.03% | 235 |
|
|
2021
Q4 | $1.95M | Buy |
14,120
+10
| +0.1% | +$1.38K | 0.09% | 112 |
|
|
2021
Q3 | $1.91M | Buy |
14,110
+730
| +5% | +$99K | 0.1% | 106 |
|
|
2021
Q2 | $1.96M | Buy |
13,380
+7,650
| +134% | +$1.12M | 0.1% | 101 |
|
|
2021
Q1 | $634K | Buy |
5,730
+260
| +5% | +$28.8K | 0.04% | 217 |
|
|
2020
Q4 | $619K | Sell |
5,470
-360
| -6% | -$40.7K | 0.04% | 193 |
|
|
2020
Q3 | $596K | Buy |
5,830
+30
| +0.5% | +$3.07K | 0.04% | 176 |
|
|
2020
Q2 | $551K | Buy |
5,800
+90
| +2% | +$8.55K | 0.05% | 171 |
|
|
2020
Q1 | $238K | Buy |
5,710
+10
| +0.2% | +$417 | 0.03% | 256 |
|
|
2019
Q4 | $227K | Buy |
+5,700
| New | +$227K | 0.02% | 305 |
|