Pinnacle Wealth Planning Services’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
2,698
+406
| +18% | +$46.8K | 0.04% | 286 |
|
|
2025
Q1 | $219K | Buy |
2,292
+22
| +1% | +$2.1K | 0.03% | 337 |
|
|
2024
Q4 | $241K | Sell |
2,270
-1,319
| -37% | -$140K | 0.04% | 311 |
|
|
2024
Q3 | $288K | Buy |
3,589
+17
| +0.5% | +$1.36K | 0.04% | 318 |
|
|
2024
Q2 | $236K | Sell |
3,572
-508
| -12% | -$33.6K | 0.03% | 362 |
|
|
2024
Q1 | $315K | Buy |
4,080
+856
| +27% | +$66.1K | 0.05% | 285 |
|
|
2023
Q4 | $251K | Buy |
+3,224
| New | +$251K | 0.04% | 322 |
|
|
2023
Q3 | – | Sell |
-3,538
| Closed | -$229K | – | 478 |
|
|
2023
Q2 | $229K | Buy |
+3,538
| New | +$229K | 0.04% | 334 |
|
|
2022
Q3 | – | Sell |
-7,030
| Closed | -$220K | – | 433 |
|
|
2022
Q2 | $220K | Buy |
7,030
+180
| +3% | +$5.63K | 0.04% | 319 |
|
|
2022
Q1 | $463K | Buy |
6,850
+1,050
| +18% | +$71K | 0.08% | 177 |
|
|
2021
Q4 | $799K | Buy |
5,800
+140
| +2% | +$19.3K | 0.16% | 98 |
|
|
2021
Q3 | $767K | Sell |
5,660
-200
| -3% | -$27.1K | 0.17% | 91 |
|
|
2021
Q2 | $857K | Buy |
5,860
+600
| +11% | +$87.7K | 0.2% | 79 |
|
|
2021
Q1 | $582K | Buy |
5,260
+280
| +6% | +$31K | 0.15% | 105 |
|
|
2020
Q4 | $563K | Buy |
4,980
+1,080
| +28% | +$122K | 0.13% | 98 |
|
|
2020
Q3 | $399K | Sell |
3,900
-2,470
| -39% | -$253K | 0.13% | 119 |
|
|
2020
Q2 | $605K | Buy |
6,370
+380
| +6% | +$36.1K | 0.2% | 87 |
|
|
2020
Q1 | $249K | Sell |
5,990
-4,190
| -41% | -$174K | 0.12% | 158 |
|
|
2019
Q4 | $404K | Sell |
10,180
-400
| -4% | -$15.9K | 0.19% | 113 |
|
|
2019
Q3 | $329K | Sell |
10,580
-3,280
| -24% | -$102K | 0.18% | 112 |
|
|
2019
Q2 | $416K | Sell |
13,860
-3,760
| -21% | -$113K | 0.25% | 77 |
|
|
2019
Q1 | $364K | Buy |
+17,620
| New | +$364K | 0.24% | 79 |
|