Moseley Investment 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
$424K Buy
3,674
+100
+3% +$11.5K 0.15% 103
2025
Q1
$341K Sell
3,574
-306
-8% -$29.2K 0.13% 109
2024
Q4
$413K Sell
3,880
-2,104
-35% -$224K 0.16% 103
2024
Q3
$480K Buy
5,984
+154
+3% +$12.3K 0.19% 94
2024
Q2
$385K Sell
5,830
-310
-5% -$20.5K 0.18% 94
2024
Q1
$474K Buy
6,140
+1,268
+26% +$97.9K 0.24% 87
2023
Q4
$380K Sell
4,872
-506
-9% -$39.4K 0.21% 97
2023
Q3
$293K Sell
5,378
-122
-2% -$6.66K 0.18% 108
2023
Q2
$355K Buy
5,500
+24
+0.4% +$1.55K 0.21% 98
2023
Q1
$263K Sell
5,476
-595
-10% -$28.5K 0.17% 115
2022
Q4
$211K Buy
+6,071
New +$211K 0.15% 135
2022
Q3
Sell
-6,836
Closed -$214K 149
2022
Q2
$214K Sell
6,836
-5,894
-46% -$185K 0.15% 143
2022
Q1
$860K Buy
12,730
+870
+7% +$58.8K 0.46% 62
2021
Q4
$1.63M Sell
11,860
-180
-1% -$24.8K 0.74% 44
2021
Q3
$1.63M Sell
12,040
-40
-0.3% -$5.4K 0.81% 35
2021
Q2
$1.77M Buy
12,080
+390
+3% +$57K 0.87% 31
2021
Q1
$1.29M Buy
11,690
+1,890
+19% +$209K 0.72% 38
2020
Q4
$1.11M Buy
9,800
+3,390
+53% +$384K 0.64% 48
2020
Q3
$656K Sell
6,410
-890
-12% -$91.1K 0.47% 60
2020
Q2
$693K Buy
7,300
+1,210
+20% +$115K 0.58% 53
2020
Q1
$254K Buy
6,090
+810
+15% +$33.8K 0.3% 93
2019
Q4
$210K Buy
+5,280
New +$210K 0.21% 119