SWM
StoneCrest Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
11,076
+12
| +0.1% | +$1.38K | 0.61% | 41 |
|
|
2025
Q1 | $1.06M | Buy |
11,064
+239
| +2% | +$22.8K | 0.67% | 36 |
|
|
2024
Q4 | $1.15M | Buy |
10,825
+774
| +8% | +$82.3K | 0.75% | 32 |
|
|
2024
Q3 | $805K | Sell |
10,051
-1,512
| -13% | -$121K | 0.59% | 35 |
|
|
2024
Q2 | $764K | Sell |
11,563
-3,772
| -25% | -$249K | 0.58% | 32 |
|
|
2024
Q1 | $1.18M | Buy |
15,335
+399
| +3% | +$30.8K | 1.02% | 25 |
|
|
2023
Q4 | $1.16M | Buy |
+14,936
| New | +$1.16M | 1.12% | 23 |
|