Portside Wealth Group’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.98M Sell
69,207
-1,639
-2% -$189K 1.18% 12
2025
Q1
$6.76M Sell
70,846
-2,162
-3% -$206K 1.1% 14
2024
Q4
$7.76M Sell
73,008
-4,334
-6% -$461K 1.28% 13
2024
Q3
$6.2M Buy
77,342
+20,062
+35% +$1.61M 1.06% 18
2024
Q2
$3.78M Buy
57,280
+45,066
+369% +$2.98M 0.72% 33
2024
Q1
$943K Buy
12,214
+1,556
+15% +$120K 0.17% 133
2023
Q4
$830K Buy
10,658
+1,375
+15% +$107K 0.15% 147
2023
Q3
$507K Buy
9,283
+1,240
+15% +$67.7K 0.1% 192
2023
Q2
$520K Buy
+8,043
New +$520K 0.1% 194