NewEdge Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
49,760
+4,470
| +10% | +$675K | 0.12% | 148 |
|
|
2025
Q1 | $4.32M | Sell |
45,290
-6,643
| -13% | -$634K | 0.08% | 208 |
|
|
2024
Q4 | $5.52M | Buy |
51,933
+23,108
| +80% | +$2.46M | 0.1% | 171 |
|
|
2024
Q3 | $2.31M | Buy |
28,825
+3,593
| +14% | +$288K | 0.04% | 321 |
|
|
2024
Q2 | $1.67M | Buy |
25,232
+14,535
| +136% | +$960K | 0.04% | 350 |
|
|
2024
Q1 | $770K | Buy |
10,697
+760
| +8% | +$54.7K | 0.02% | 472 |
|
|
2023
Q4 | $774K | Buy |
9,937
+2,771
| +39% | +$216K | 0.02% | 438 |
|
|
2023
Q3 | $391K | Buy |
7,166
+2,356
| +49% | +$129K | 0.01% | 493 |
|
|
2023
Q2 | $311K | Sell |
4,810
-2,047
| -30% | -$132K | 0.01% | 537 |
|
|
2023
Q1 | $329K | Sell |
6,857
-1,386
| -17% | -$66.4K | 0.01% | 489 |
|
|
2022
Q4 | $286K | Buy |
8,243
+55
| +0.7% | +$1.91K | 0.01% | 458 |
|
|
2022
Q3 | $221K | Sell |
8,188
-7,982
| -49% | -$215K | 0.01% | 479 |
|
|
2022
Q2 | $505K | Buy |
16,170
+2,460
| +18% | +$76.8K | 0.02% | 387 |
|
|
2022
Q1 | $927K | Buy |
13,710
+5,150
| +60% | +$348K | 0.04% | 226 |
|
|
2021
Q4 | $1.18M | Buy |
8,560
+1,500
| +21% | +$207K | 0.05% | 221 |
|
|
2021
Q3 | $957K | Buy |
7,060
+980
| +16% | +$133K | 0.06% | 183 |
|
|
2021
Q2 | $888K | Sell |
6,080
-490
| -7% | -$71.6K | 0.07% | 182 |
|
|
2021
Q1 | $727K | Buy |
+6,570
| New | +$727K | 0.07% | 191 |
|