One Wealth Management Investment & 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 | $596K | Buy |
5,171
+1
| +0% | +$115 | 0.77% | 23 |
|
2025
Q1 | $494K | Sell |
5,170
-65
| -1% | -$6.21K | 0.82% | 24 |
|
2024
Q4 | $557K | Buy |
5,235
+25
| +0.5% | +$2.66K | 0.88% | 18 |
|
2024
Q3 | $418K | Sell |
5,210
-8,504
| -62% | -$682K | 0.73% | 24 |
|
2024
Q2 | $906K | Buy |
13,714
+7,805
| +132% | +$516K | 0.36% | 46 |
|
2024
Q1 | $456K | Sell |
5,909
-110
| -2% | -$8.49K | 0.19% | 70 |
|
2023
Q4 | $469K | Buy |
+6,019
| New | +$469K | 0.21% | 74 |
|