Sierra Summit 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 | $12M | Buy |
+103,971
| New | +$12M | 2.14% | 16 |
|
|
2024
Q3 | – | Sell |
-123,881
| Closed | -$8.18M | – | 154 |
|
|
2024
Q2 | $8.18M | Buy |
123,881
+4,624
| +4% | +$305K | 2.03% | 20 |
|
|
2024
Q1 | $9.2M | Buy |
119,257
+50,530
| +74% | +$3.9M | 2.5% | 14 |
|
|
2023
Q4 | $5.35M | Buy |
+68,727
| New | +$5.35M | 1.56% | 28 |
|