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 |
|