Plante Moran Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
1,292
+132
| +11% | +$15.2K | 0.01% | 189 |
|
|
2025
Q1 | $111K | Sell |
1,160
-46
| -4% | -$4.39K | 0.01% | 230 |
|
|
2024
Q4 | $128K | Hold |
1,206
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $96.6K | Sell |
1,206
-51
| -4% | -$4.09K | 0.01% | 289 |
|
|
2024
Q2 | $83K | Sell |
1,257
-648
| -34% | -$42.8K | 0.01% | 271 |
|
|
2024
Q1 | $147K | Sell |
1,905
-627
| -25% | -$48.4K | 0.02% | 204 |
|
|
2023
Q4 | $197K | Buy |
2,532
+1,682
| +198% | +$131K | 0.02% | 170 |
|
|
2023
Q3 | $46.4K | Hold |
850
| – | – | 0.01% | 301 |
|
|
2023
Q2 | $54.9K | Buy |
850
+40
| +5% | +$2.58K | 0.01% | 290 |
|
|
2023
Q1 | $38.8K | Hold |
810
| – | – | 0.01% | 324 |
|
|
2022
Q4 | $28.1K | Buy |
810
+280
| +53% | +$9.72K | ﹤0.01% | 396 |
|
|
2022
Q3 | $14K | Buy |
530
+200
| +61% | +$5.28K | ﹤0.01% | 537 |
|
|
2022
Q2 | $10K | Sell |
330
-210
| -39% | -$6.36K | ﹤0.01% | 611 |
|
|
2022
Q1 | $37K | Sell |
540
-30
| -5% | -$2.06K | 0.01% | 378 |
|
|
2021
Q4 | $79K | Sell |
570
-210
| -27% | -$29.1K | 0.01% | 284 |
|
|
2021
Q3 | $106K | Hold |
780
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $114K | Sell |
780
-2,140
| -73% | -$313K | 0.03% | 234 |
|
|
2021
Q1 | $323K | Buy |
2,920
+1,310
| +81% | +$145K | 0.09% | 120 |
|
|
2020
Q4 | $182K | Sell |
1,610
-1,690
| -51% | -$191K | 0.06% | 185 |
|
|
2020
Q3 | $338K | Buy |
3,300
+1,950
| +144% | +$200K | 0.12% | 96 |
|
|
2020
Q2 | $128K | Buy |
1,350
+610
| +82% | +$57.8K | 0.05% | 182 |
|
|
2020
Q1 | $31K | Buy |
740
+360
| +95% | +$15.1K | 0.01% | 326 |
|
|
2019
Q4 | $15K | Sell |
380
-3,950
| -91% | -$156K | 0.01% | 505 |
|
|
2019
Q3 | $135K | Buy |
4,330
+4,230
| +4,230% | +$132K | 0.04% | 207 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 700 |
|