Oak Harbor Wealth Partners’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,468
Closed -$262K 252
2024
Q4
$262K Buy
+2,468
New +$262K 0.08% 152
2023
Q4
Sell
-4,143
Closed -$226K 238
2023
Q3
$226K Buy
4,143
+95
+2% +$5.18K 0.08% 152
2023
Q2
$262K Buy
+4,048
New +$262K 0.09% 147