SVWAG
Sound View Wealth Advisors Group’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Sell |
8,548
-368
| -4% | -$42.4K | 0.07% | 187 |
|
|
2025
Q1 | $851K | Hold |
8,916
| – | – | 0.07% | 191 |
|
|
2024
Q4 | $948K | Sell |
8,916
-15
| -0.2% | -$1.6K | 0.08% | 182 |
|
|
2024
Q3 | $716K | Sell |
8,931
-397
| -4% | -$31.8K | 0.06% | 220 |
|
|
2024
Q2 | $616K | Buy |
9,328
+131
| +1% | +$8.65K | 0.06% | 214 |
|
|
2024
Q1 | $710K | Buy |
9,197
+189
| +2% | +$14.6K | 0.08% | 201 |
|
|
2023
Q4 | $702K | Sell |
9,008
-19
| -0.2% | -$1.48K | 0.08% | 199 |
|
|
2023
Q3 | $493K | Buy |
9,027
+451
| +5% | +$24.6K | 0.06% | 222 |
|
|
2023
Q2 | $554K | Sell |
8,576
-138
| -2% | -$8.92K | 0.07% | 207 |
|
|
2023
Q1 | $418K | Sell |
8,714
-294
| -3% | -$14.1K | 0.06% | 239 |
|
|
2022
Q4 | $702K | Buy |
9,008
+868
| +11% | +$67.6K | 0.08% | 199 |
|
|
2022
Q3 | $219K | Sell |
8,140
-20
| -0.2% | -$538 | 0.05% | 249 |
|
|
2022
Q2 | $255K | Buy |
8,160
+7,296
| +844% | +$228K | 0.05% | 240 |
|
|
2022
Q1 | $584K | Sell |
864
-29
| -3% | -$19.6K | 0.11% | 159 |
|
|
2021
Q4 | $1.23M | Buy |
893
+23
| +3% | +$31.7K | 0.23% | 106 |
|
|
2021
Q3 | $1.18M | Buy |
870
+14
| +2% | +$19K | 0.25% | 103 |
|
|
2021
Q2 | $1.25M | Buy |
856
+7
| +0.8% | +$10.2K | 0.26% | 96 |
|
|
2021
Q1 | $939K | Buy |
849
+1
| +0.1% | +$1.11K | 0.22% | 107 |
|
|
2020
Q4 | $960K | Sell |
848
-51
| -6% | -$57.7K | 0.23% | 100 |
|
|
2020
Q3 | $920K | Buy |
899
+34
| +4% | +$34.8K | 0.24% | 98 |
|
|
2020
Q2 | $821K | Buy |
865
+105
| +14% | +$99.7K | 0.23% | 103 |
|
|
2020
Q1 | $317K | Buy |
760
+162
| +27% | +$67.6K | 0.11% | 154 |
|
|
2019
Q4 | $238K | Buy |
+598
| New | +$238K | 0.07% | 220 |
|