Strategic Planning Group’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.78M Buy
50,081
+6,581
+15% +$759K 0.94% 38
2025
Q1
$4.15M Sell
43,500
-16,026
-27% -$1.53M 0.81% 46
2024
Q4
$6.33M Sell
59,526
-128
-0.2% -$13.6K 1.16% 25
2024
Q3
$4.78M Buy
59,654
+2,414
+4% +$193K 0.94% 31
2024
Q2
$3.78M Buy
57,240
+24,105
+73% +$1.59M 0.83% 35
2024
Q1
$2.56M Buy
33,135
+3,974
+14% +$307K 0.64% 54
2023
Q4
$2.27M Buy
+29,161
New +$2.27M 0.75% 38