Mutual 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
$2.75M Sell
22,070
-1,016
-4% -$126K 0.07% 257
2025
Q1
$2.24M Sell
23,086
-243
-1% -$23.6K 0.06% 265
2024
Q4
$2.41M Sell
23,329
-1,358
-6% -$141K 0.07% 239
2024
Q3
$1.97M Sell
24,687
-717
-3% -$57.2K 0.06% 283
2024
Q2
$1.52M Buy
25,404
+296
+1% +$17.7K 0.05% 341
2024
Q1
$1.94M Sell
25,108
-5,053
-17% -$390K 0.06% 285
2023
Q4
$2.35M Buy
30,161
+1,639
+6% +$128K 0.08% 232
2023
Q3
$1.56M Buy
28,522
+1,009
+4% +$55.1K 0.06% 311
2023
Q2
$1.78M Buy
27,513
+429
+2% +$27.7K 0.07% 280
2023
Q1
$1.3M Sell
27,084
-9,561
-26% -$458K 0.05% 352
2022
Q4
$1.27M Buy
36,645
+945
+3% +$32.8K 0.06% 344
2022
Q3
$962K Buy
35,700
+610
+2% +$16.4K 0.05% 373
2022
Q2
$1.1M Buy
35,090
+14,530
+71% +$454K 0.07% 312
2022
Q1
$1.39M Buy
20,560
+2,580
+14% +$174K 0.08% 277
2021
Q4
$2.48M Buy
17,980
+9,760
+119% +$1.34M 0.13% 190
2021
Q3
$1.11M Sell
8,220
-90
-1% -$12.2K 0.07% 332
2021
Q2
$1.21M Buy
8,310
+640
+8% +$93.5K 0.07% 316
2021
Q1
$849K Buy
7,670
+160
+2% +$17.7K 0.06% 359
2020
Q4
$850K Buy
7,510
+290
+4% +$32.8K 0.06% 346
2020
Q3
$739K Buy
7,220
+910
+14% +$93.1K 0.06% 324
2020
Q2
$599K Buy
6,310
+140
+2% +$13.3K 0.06% 342
2020
Q1
$257K Buy
+6,170
New +$257K 0.03% 434