PIA
Perennial Investment Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
13,108
-785
| -6% | -$90.6K | 0.15% | 131 |
|
|
2025
Q1 | $1.33M | Buy |
13,893
+2,178
| +19% | +$208K | 0.15% | 125 |
|
|
2024
Q4 | $1.25M | Buy |
11,715
+339
| +3% | +$36K | 0.15% | 120 |
|
|
2024
Q3 | $912K | Sell |
11,376
-380
| -3% | -$30.5K | 0.12% | 152 |
|
|
2024
Q2 | $776K | Buy |
11,756
+120
| +1% | +$7.93K | 0.11% | 153 |
|
|
2024
Q1 | $898K | Sell |
11,636
-928
| -7% | -$71.6K | 0.14% | 123 |
|
|
2023
Q4 | $979K | Sell |
12,564
-565
| -4% | -$44K | 0.16% | 105 |
|
|
2023
Q3 | $716K | Buy |
13,129
+45
| +0.3% | +$2.46K | 0.13% | 133 |
|
|
2023
Q2 | $845K | Sell |
13,084
-1,270
| -9% | -$82K | 0.15% | 117 |
|
|
2023
Q1 | $688K | Sell |
14,354
-1,058
| -7% | -$50.7K | 0.13% | 140 |
|
|
2022
Q4 | $535K | Buy |
15,412
+9
| +0.1% | +$312 | 0.22% | 97 |
|
|
2022
Q3 | $415K | Sell |
15,403
-63,237
| -80% | -$1.7M | 0.19% | 104 |
|
|
2022
Q2 | $2.45M | Buy |
78,640
+78,170
| +16,632% | +$2.44M | 0.96% | 25 |
|
|
2022
Q1 | $318K | Sell |
470
-14
| -3% | -$9.47K | 0.1% | 162 |
|
|
2021
Q4 | $670K | Buy |
484
+12
| +3% | +$16.6K | 0.21% | 93 |
|
|
2021
Q3 | $640K | Buy |
472
+7
| +2% | +$9.49K | 0.23% | 96 |
|
|
2021
Q2 | $679K | Sell |
465
-7,638
| -94% | -$11.2M | 0.25% | 88 |
|
|
2021
Q1 | $8.97M | Buy |
8,103
+405
| +5% | +$448K | 3.54% | 7 |
|
|
2020
Q4 | $8.71M | Buy |
7,698
+347
| +5% | +$393K | 3.73% | 7 |
|
|
2020
Q3 | $7.52M | Buy |
7,351
+425
| +6% | +$435K | 3.77% | 6 |
|
|
2020
Q2 | $6.57M | Sell |
6,926
-406
| -6% | -$385K | 4.45% | 5 |
|
|
2020
Q1 | $3.06M | Buy |
7,332
+695
| +10% | +$290K | 2.72% | 7 |
|
|
2019
Q4 | $2.64M | Buy |
+6,637
| New | +$2.64M | 2.08% | 11 |
|