SWM
Sculati Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+1,840
| New | +$212K | 0.08% | 118 |
|
|
2025
Q1 | – | Sell |
-3,640
| Closed | -$387K | – | 111 |
|
|
2024
Q4 | $387K | Sell |
3,640
-140
| -4% | -$14.9K | 0.15% | 83 |
|
|
2024
Q3 | $303K | Hold |
3,780
| – | – | 0.12% | 93 |
|
|
2024
Q2 | $250K | Hold |
3,780
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $292K | Sell |
3,780
-200
| -5% | -$15.4K | 0.13% | 90 |
|
|
2023
Q4 | $310K | Sell |
3,980
-200
| -5% | -$15.6K | 0.14% | 87 |
|
|
2023
Q3 | $228K | Hold |
4,180
| – | – | 0.12% | 94 |
|
|
2023
Q2 | $270K | Sell |
4,180
-1,500
| -26% | -$96.9K | 0.14% | 89 |
|
|
2023
Q1 | $272K | Buy |
+5,680
| New | +$272K | 0.14% | 91 |
|
|
2022
Q2 | – | Sell |
-614
| Closed | -$415K | – | 121 |
|
|
2022
Q1 | $415K | Hold |
614
| – | – | 0.2% | 86 |
|
|
2021
Q4 | $846K | Buy |
614
+14
| +2% | +$19.3K | 0.41% | 72 |
|
|
2021
Q3 | $813K | Sell |
600
-10
| -2% | -$13.6K | 0.43% | 71 |
|
|
2021
Q2 | $891K | Buy |
610
+10
| +2% | +$14.6K | 0.47% | 64 |
|
|
2021
Q1 | $664K | Hold |
600
| – | – | 0.38% | 77 |
|
|
2020
Q4 | $679K | Hold |
600
| – | – | 0.45% | 56 |
|
|
2020
Q3 | $614K | Sell |
600
-100
| -14% | -$102K | 0.46% | 54 |
|
|
2020
Q2 | $664K | Hold |
700
| – | – | 0.56% | 51 |
|
|
2020
Q1 | $292K | Hold |
700
| – | – | 0.32% | 68 |
|
|
2019
Q4 | $278K | Buy |
+700
| New | +$278K | 0.25% | 75 |
|