Moser Wealth 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 | $1.19M | Buy |
10,274
+100
| +1% | +$11.5K | 0.57% | 38 |
|
|
2025
Q1 | $971K | Buy |
10,174
+475
| +5% | +$45.4K | 0.51% | 42 |
|
|
2024
Q4 | $1.03M | Buy |
9,699
+275
| +3% | +$29.2K | 0.54% | 40 |
|
|
2024
Q3 | $755K | Buy |
9,424
+128
| +1% | +$10.3K | 0.39% | 43 |
|
|
2024
Q2 | $614K | Buy |
9,296
+670
| +8% | +$44.3K | 0.33% | 49 |
|
|
2024
Q1 | $666K | Buy |
8,626
+1,315
| +18% | +$101K | 0.37% | 50 |
|
|
2023
Q4 | $570K | Sell |
7,311
-30
| -0.4% | -$2.34K | 0.36% | 50 |
|
|
2023
Q3 | $401K | Buy |
7,341
+1,061
| +17% | +$57.9K | 0.28% | 56 |
|
|
2023
Q2 | $406K | Buy |
+6,280
| New | +$406K | 0.27% | 55 |
|
|
2022
Q4 | $192K | Buy |
5,535
+175
| +3% | +$6.07K | 0.14% | 65 |
|
|
2022
Q3 | $144K | Buy |
5,360
+100
| +2% | +$2.69K | 0.11% | 70 |
|
|
2022
Q2 | $164K | Hold |
5,260
| – | – | 0.12% | 71 |
|
|
2022
Q1 | $356K | Buy |
5,260
+1,660
| +46% | +$112K | 0.22% | 62 |
|
|
2021
Q4 | $496K | Buy |
3,600
+60
| +2% | +$8.27K | 0.3% | 56 |
|
|
2021
Q3 | $480K | Buy |
3,540
+1,070
| +43% | +$145K | 0.31% | 55 |
|
|
2021
Q2 | $361K | Buy |
2,470
+950
| +63% | +$139K | 0.23% | 62 |
|
|
2021
Q1 | $168K | Buy |
1,520
+740
| +95% | +$81.8K | 0.12% | 72 |
|
|
2020
Q4 | $88K | Buy |
780
+420
| +117% | +$47.4K | 0.06% | 76 |
|
|
2020
Q3 | $37K | Buy |
+360
| New | +$37K | 0.03% | 89 |
|