Mount Yale 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 | $933K | Buy |
8,092
+5,150
| +175% | +$594K | 0.07% | 219 |
|
|
2025
Q1 | $281K | Buy |
2,942
+239
| +9% | +$22.9K | 0.02% | 454 |
|
|
2024
Q4 | $287K | Buy |
+2,703
| New | +$287K | 0.02% | 453 |
|
|
2022
Q3 | – | Sell |
-24,147
| Closed | -$754K | – | 471 |
|
|
2022
Q2 | $754K | Sell |
24,147
-9,063
| -27% | -$283K | 0.1% | 212 |
|
|
2022
Q1 | $2.25M | Buy |
33,210
+4,180
| +14% | +$283K | 0.24% | 97 |
|
|
2021
Q4 | $4M | Sell |
29,030
-260
| -0.9% | -$35.8K | 0.42% | 54 |
|
|
2021
Q3 | $3.97M | Buy |
29,290
+3,320
| +13% | +$450K | 0.46% | 50 |
|
|
2021
Q2 | $3.79M | Sell |
25,970
-1,720
| -6% | -$251K | 0.46% | 54 |
|
|
2021
Q1 | $3.06M | Buy |
27,690
+1,400
| +5% | +$155K | 0.4% | 65 |
|
|
2020
Q4 | $2.98M | Buy |
26,290
+380
| +1% | +$43K | 0.42% | 66 |
|
|
2020
Q3 | $2.65M | Sell |
25,910
-22,670
| -47% | -$2.32M | 0.38% | 62 |
|
|
2020
Q2 | $4.61M | Buy |
48,580
+320
| +0.7% | +$30.4K | 0.83% | 28 |
|
|
2020
Q1 | $2.01M | Sell |
48,260
-29,740
| -38% | -$1.24M | 0.45% | 55 |
|
|
2019
Q4 | $3.63M | Sell |
78,000
-90
| -0.1% | -$4.19K | 0.63% | 38 |
|
|
2019
Q3 | $2.39M | Sell |
78,090
-4,430
| -5% | -$135K | 0.43% | 60 |
|
|
2019
Q2 | $2.82M | Sell |
82,520
-57,380
| -41% | -$1.96M | 0.52% | 44 |
|
|
2019
Q1 | $2.89M | Sell |
139,900
-3,610
| -3% | -$74.6K | 0.54% | 43 |
|
|
2018
Q4 | $2.49M | Sell |
143,510
-10,950
| -7% | -$190K | 0.5% | 46 |
|
|
2018
Q3 | $2.29M | Buy |
154,460
+5,060
| +3% | +$75K | 0.4% | 55 |
|
|
2018
Q2 | $2.18M | Buy |
+149,400
| New | +$2.18M | 0.41% | 60 |
|