Moneta Group Investment 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 | $796K | Buy |
6,904
+2,999
| +77% | +$346K | 0.01% | 343 |
|
|
2025
Q1 | $373K | Sell |
3,905
-97
| -2% | -$9.26K | 0.01% | 483 |
|
|
2024
Q4 | $425K | Sell |
4,002
-85
| -2% | -$9.04K | 0.01% | 440 |
|
|
2024
Q3 | $328K | Buy |
4,087
+1,438
| +54% | +$115K | ﹤0.01% | 494 |
|
|
2024
Q2 | $239K | Buy |
2,649
+90
| +4% | +$8.14K | ﹤0.01% | 538 |
|
|
2024
Q1 | $269K | Sell |
2,559
-664
| -21% | -$69.7K | ﹤0.01% | 519 |
|
|
2023
Q4 | $251K | Buy |
+3,223
| New | +$251K | 0.01% | 483 |
|
|
2020
Q3 | – | Sell |
-2,140
| Closed | -$203K | – | 290 |
|
|
2020
Q2 | $203K | Buy |
+2,140
| New | +$203K | 0.02% | 240 |
|