Nicola Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-216,383
| Closed | -$20.6M | – | 115 |
|
|
2025
Q1 | $20.6M | Sell |
216,383
-24,188
| -10% | -$2.3M | 2.01% | 13 |
|
|
2024
Q4 | $36.8M | Sell |
240,571
-55,429
| -19% | -$8.48M | 3.49% | 2 |
|
|
2024
Q3 | $32.1M | Buy |
296,000
+34,900
| +13% | +$3.78M | 2.55% | 4 |
|
|
2024
Q2 | $23.6M | Buy |
+261,100
| New | +$23.6M | 2.11% | 9 |
|
|
2023
Q1 | – | Sell |
-38,200
| Closed | -$1.32M | – | 125 |
|
|
2022
Q4 | $1.32M | Hold |
38,200
| – | – | 0.13% | 110 |
|
|
2022
Q3 | $1.04M | Buy |
38,200
+4,200
| +12% | +$114K | 0.11% | 119 |
|
|
2022
Q2 | $1.06M | Sell |
34,000
-1,000
| -3% | -$31.2K | 0.1% | 110 |
|
|
2022
Q1 | $2.37M | Buy |
+35,000
| New | +$2.37M | 0.21% | 95 |
|