Pinnacle Associates’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
11,977
-46
| -0.4% | -$5.31K | 0.02% | 449 |
|
|
2025
Q1 | $1.15M | Buy |
12,023
+7,602
| +172% | +$726K | 0.02% | 471 |
|
|
2024
Q4 | $470K | Buy |
4,421
+907
| +26% | +$96.4K | 0.01% | 615 |
|
|
2024
Q3 | $274K | Sell |
3,514
-1,710
| -33% | -$133K | ﹤0.01% | 697 |
|
|
2024
Q2 | $345K | Buy |
5,224
+201
| +4% | +$13.3K | 0.01% | 658 |
|
|
2024
Q1 | $388K | Buy |
5,023
+1,509
| +43% | +$116K | 0.01% | 641 |
|
|
2023
Q4 | $274K | Buy |
+3,514
| New | +$274K | ﹤0.01% | 707 |
|
|
2022
Q2 | – | Sell |
-2,960
| Closed | -$200K | – | 786 |
|
|
2022
Q1 | $200K | Hold |
2,960
| – | – | ﹤0.01% | 757 |
|
|
2021
Q4 | $408K | Buy |
2,960
+30
| +1% | +$4.14K | 0.01% | 601 |
|
|
2021
Q3 | $397K | Buy |
2,930
+800
| +38% | +$108K | 0.01% | 586 |
|
|
2021
Q2 | $311K | Sell |
2,130
-1,150
| -35% | -$168K | 0.01% | 643 |
|
|
2021
Q1 | $363K | Buy |
+3,280
| New | +$363K | 0.01% | 586 |
|