Private Wealth Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,960
| Closed | -$760K | – | 172 |
|
|
2025
Q1 | $760K | Sell |
7,960
-12,035
| -60% | -$1.15M | 0.06% | 101 |
|
|
2024
Q4 | $2.13M | Buy |
19,995
+55
| +0.3% | +$5.85K | 0.16% | 67 |
|
|
2024
Q3 | $1.6M | Buy |
19,940
+2,200
| +12% | +$176K | 0.13% | 73 |
|
|
2024
Q2 | $1.17M | Buy |
+17,740
| New | +$1.17M | 0.09% | 82 |
|