Pacific Capital 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
Q1 | – | Sell |
-1,370
| Closed | -$146K | – | 317 |
|
|
2024
Q4 | $146K | Sell |
1,370
-9
| -0.7% | -$957 | 0.02% | 97 |
|
|
2024
Q3 | $111K | Sell |
1,379
-129
| -9% | -$10.3K | 0.02% | 107 |
|
|
2024
Q2 | $99.6K | Buy |
1,508
+138
| +10% | +$9.12K | 0.02% | 110 |
|
|
2024
Q1 | $106K | Hold |
1,370
| – | – | 0.02% | 95 |
|
|
2023
Q4 | $107K | Buy |
+1,370
| New | +$107K | 0.03% | 93 |
|
|
2020
Q4 | – | Sell |
-1,210
| Closed | -$124K | – | 170 |
|
|
2020
Q3 | $124K | Buy |
+1,210
| New | +$124K | 0.07% | 76 |
|