Nicolet Advisory Services’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
+2,891
| New | +$343K | 0.03% | 279 |
|
|
2022
Q1 | – | Sell |
-1,530
| Closed | -$211K | – | 212 |
|
|
2021
Q4 | $211K | Sell |
1,530
-200
| -12% | -$27.6K | 0.03% | 193 |
|
|
2021
Q3 | $235K | Sell |
1,730
-1,000
| -37% | -$136K | 0.03% | 177 |
|
|
2021
Q2 | $399K | Buy |
+2,730
| New | +$399K | 0.05% | 121 |
|
|
2021
Q1 | – | Sell |
-2,080
| Closed | -$235K | – | 187 |
|
|
2020
Q4 | $235K | Buy |
+2,080
| New | +$235K | 0.03% | 157 |
|
|
2020
Q3 | – | Sell |
-2,200
| Closed | -$209K | – | 201 |
|
|
2020
Q2 | $209K | Buy |
+2,200
| New | +$209K | 0.03% | 193 |
|