PDS Planning’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
9,688
-1,186
| -11% | -$137K | 0.08% | 112 |
|
|
2025
Q1 | $1.04M | Sell |
10,874
-85
| -0.8% | -$8.12K | 0.09% | 100 |
|
|
2024
Q4 | $1.17M | Buy |
10,959
+2,187
| +25% | +$233K | 0.1% | 85 |
|
|
2024
Q3 | $703K | Buy |
8,772
+108
| +1% | +$8.66K | 0.06% | 137 |
|
|
2024
Q2 | $572K | Buy |
8,664
+85
| +1% | +$5.61K | 0.06% | 148 |
|
|
2024
Q1 | $662K | Buy |
8,579
+225
| +3% | +$17.4K | 0.07% | 126 |
|
|
2023
Q4 | $651K | Buy |
8,354
+309
| +4% | +$24.1K | 0.07% | 110 |
|
|
2023
Q3 | $439K | Buy |
8,045
+132
| +2% | +$7.2K | 0.06% | 149 |
|
|
2023
Q2 | $511K | Buy |
7,913
+1,507
| +24% | +$97.4K | 0.07% | 127 |
|
|
2023
Q1 | $307K | Buy |
+6,406
| New | +$307K | 0.04% | 192 |
|
|
2022
Q2 | – | Sell |
-3,540
| Closed | -$239K | – | 247 |
|
|
2022
Q1 | $239K | Buy |
3,540
+710
| +25% | +$47.9K | 0.04% | 176 |
|
|
2021
Q4 | $390K | Sell |
2,830
-240
| -8% | -$33.1K | 0.07% | 112 |
|
|
2021
Q3 | $416K | Buy |
3,070
+200
| +7% | +$27.1K | 0.1% | 101 |
|
|
2021
Q2 | $419K | Buy |
2,870
+680
| +31% | +$99.3K | 0.1% | 96 |
|
|
2021
Q1 | $242K | Buy |
+2,190
| New | +$242K | 0.07% | 135 |
|