Ridgewood Investments’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $347K | Sell |
3,008
-200
| -6% | -$23.1K | 0.15% | 154 |
|
2025
Q1 | $306K | Hold |
3,208
| – | – | 0.14% | 151 |
|
2024
Q4 | $341K | Sell |
3,208
-300
| -9% | -$31.9K | 0.16% | 136 |
|
2024
Q3 | $281K | Sell |
3,508
-1,350
| -28% | -$108K | 0.14% | 142 |
|
2024
Q2 | $321K | Buy |
4,858
+1,263
| +35% | +$83.4K | 0.16% | 143 |
|
2024
Q1 | $277K | Hold |
3,595
| – | – | 0.15% | 151 |
|
2023
Q4 | $280K | Buy |
+3,595
| New | +$280K | 0.17% | 148 |
|
2023
Q3 | – | Sell |
-3,625
| Closed | -$234K | – | 642 |
|
2023
Q2 | $234K | Hold |
3,625
| – | – | 0.13% | 156 |
|
2023
Q1 | $174K | Buy |
+3,625
| New | +$174K | 0.11% | 191 |
|