Secure Asset Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
4,459
+369
| +9% | +$42.6K | 0.09% | 183 |
|
|
2025
Q1 | $390K | Buy |
4,090
+20
| +0.5% | +$1.91K | 0.08% | 201 |
|
|
2024
Q4 | $433K | Sell |
4,070
-51
| -1% | -$5.42K | 0.07% | 213 |
|
|
2024
Q3 | $330K | Buy |
4,121
+1
| +0% | +$80 | 0.06% | 231 |
|
|
2024
Q2 | $272K | Buy |
4,120
+207
| +5% | +$13.7K | 0.05% | 242 |
|
|
2024
Q1 | $302K | Buy |
3,913
+771
| +25% | +$59.5K | 0.07% | 182 |
|
|
2023
Q4 | $245K | Buy |
+3,142
| New | +$245K | 0.07% | 197 |
|
|
2020
Q3 | – | Sell |
-2,170
| Closed | -$206K | – | 166 |
|
|
2020
Q2 | $206K | Buy |
+2,170
| New | +$206K | 0.15% | 146 |
|