Pinnacle Wealth Planning Services’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $220K | Buy |
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|
2022
Q1 | $463K | Buy |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $767K | Sell |
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|
2021
Q2 | $857K | Buy |
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|
2021
Q1 | $582K | Buy |
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|
2020
Q4 | $563K | Buy |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $605K | Buy |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $404K | Sell |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $416K | Sell |
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|
2019
Q1 | $364K | Buy |
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