Provenance Wealth 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 | $176K | Buy |
1,529
+455
| +42% | +$52.5K | 0.03% | 128 |
|
|
2025
Q1 | $104K | Hold |
1,074
| – | – | 0.01% | 183 |
|
|
2024
Q4 | $114K | Hold |
1,074
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $86.1K | Hold |
1,074
| – | – | 0.01% | 202 |
|
|
2024
Q2 | $70.9K | Hold |
1,074
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $82.9K | Buy |
1,074
+424
| +65% | +$32.7K | 0.01% | 195 |
|
|
2023
Q4 | $50.6K | Sell |
650
-1,000
| -61% | -$77.9K | 0.01% | 207 |
|
|
2023
Q3 | $90K | Buy |
+1,650
| New | +$90K | 0.01% | 149 |
|