Modern 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
$416K Buy
3,608
+865
+32% +$99.8K 0.01% 511
2025
Q1
$262K Buy
2,743
+342
+14% +$32.7K 0.01% 570
2024
Q4
$255K Buy
+2,401
New +$255K 0.01% 494