Powell Investment 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 | $426K | Buy |
+3,695
| New | +$426K | 0.16% | 80 |
|
|
2025
Q1 | – | Sell |
-3,635
| Closed | -$387K | – | 158 |
|
|
2024
Q4 | $387K | Hold |
3,635
| – | – | 0.18% | 81 |
|
|
2024
Q3 | $291K | Hold |
3,635
| – | – | 0.14% | 90 |
|
|
2024
Q2 | $240K | Hold |
3,635
| – | – | 0.12% | 101 |
|
|
2024
Q1 | $281K | Sell |
3,635
-1,200
| -25% | -$92.6K | 0.15% | 87 |
|
|
2023
Q4 | $377K | Hold |
4,835
| – | – | 0.21% | 73 |
|
|
2023
Q3 | $264K | Buy |
+4,835
| New | +$264K | 0.16% | 85 |
|