Private Wealth Management 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 | $59.8K | Hold |
518
| – | – | 0.02% | 149 |
|
|
2025
Q1 | $49.5K | Hold |
518
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $55.1K | Hold |
518
| – | – | 0.02% | 155 |
|
|
2024
Q3 | $41.5K | Hold |
518
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $34.2K | Hold |
518
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $40K | Buy |
518
+180
| +53% | +$13.9K | 0.02% | 183 |
|
|
2023
Q4 | $26.3K | Buy |
+338
| New | +$26.3K | 0.01% | 231 |
|