Perigon Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $981K | Buy |
8,504
+1,673
| +24% | +$193K | 0.02% | 473 |
|
|
2025
Q1 | $652K | Sell |
6,831
-956
| -12% | -$91.3K | 0.02% | 565 |
|
|
2024
Q4 | $806K | Buy |
7,787
+491
| +7% | +$50.8K | 0.02% | 505 |
|
|
2024
Q3 | $585K | Buy |
7,296
+166
| +2% | +$13.3K | 0.02% | 568 |
|
|
2024
Q2 | $471K | Sell |
7,130
-2,667
| -27% | -$176K | 0.01% | 547 |
|
|
2024
Q1 | $756K | Sell |
9,797
-8
| -0.1% | -$617 | 0.02% | 436 |
|
|
2023
Q4 | $764K | Buy |
9,805
+111
| +1% | +$8.65K | 0.03% | 402 |
|
|
2023
Q3 | $529K | Buy |
9,694
+914
| +10% | +$49.9K | 0.02% | 436 |
|
|
2023
Q2 | $567K | Sell |
8,780
-1,615
| -16% | -$104K | 0.02% | 432 |
|
|
2023
Q1 | $498K | Buy |
10,395
+1,744
| +20% | +$83.6K | 0.03% | 396 |
|
|
2022
Q4 | $300K | Buy |
+8,651
| New | +$300K | 0.02% | 528 |
|
|
2022
Q2 | – | Sell |
-4,740
| Closed | -$320K | – | 610 |
|
|
2022
Q1 | $320K | Buy |
4,740
+810
| +21% | +$54.7K | 0.02% | 441 |
|
|
2021
Q4 | $541K | Buy |
3,930
+1,350
| +52% | +$186K | 0.04% | 325 |
|
|
2021
Q3 | $350K | Buy |
2,580
+420
| +19% | +$57K | 0.03% | 377 |
|
|
2021
Q2 | $316K | Sell |
2,160
-170
| -7% | -$24.9K | 0.03% | 393 |
|
|
2021
Q1 | $258K | Buy |
2,330
+1,170
| +101% | +$130K | 0.03% | 416 |
|
|
2020
Q4 | $131K | Buy |
+1,160
| New | +$131K | 0.02% | 483 |
|