Paces Ferry Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
2,772
-47
| -2% | -$5.42K | 0.15% | 88 |
|
|
2025
Q1 | $269K | Sell |
2,819
-111
| -4% | -$10.6K | 0.13% | 99 |
|
|
2024
Q4 | $312K | Sell |
2,930
-403
| -12% | -$42.9K | 0.15% | 89 |
|
|
2024
Q3 | $267K | Sell |
3,333
-125
| -4% | -$10K | 0.15% | 97 |
|
|
2024
Q2 | $228K | Buy |
3,458
+523
| +18% | +$34.5K | 0.14% | 103 |
|
|
2024
Q1 | $226K | Sell |
2,935
-268
| -8% | -$20.7K | 0.15% | 99 |
|
|
2023
Q4 | $250K | Buy |
+3,203
| New | +$250K | 0.17% | 91 |
|
|
2023
Q3 | – | Sell |
-3,797
| Closed | -$245K | – | 111 |
|
|
2023
Q2 | $245K | Sell |
3,797
-989
| -21% | -$63.9K | 0.18% | 95 |
|
|
2023
Q1 | $229K | Buy |
+4,786
| New | +$229K | 0.19% | 101 |
|
|
2022
Q2 | – | Sell |
-4,200
| Closed | -$284K | – | 115 |
|
|
2022
Q1 | $284K | Buy |
+4,200
| New | +$284K | 0.23% | 88 |
|