Trueblood Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Hold |
3,313
| – | – | 0.16% | 176 |
|
|
2025
Q1 | $316K | Hold |
3,313
| – | – | 0.15% | 183 |
|
|
2024
Q4 | $352K | Sell |
3,313
-20
| -0.6% | -$2.13K | 0.17% | 165 |
|
|
2024
Q3 | $267K | Hold |
3,333
| – | – | 0.13% | 187 |
|
|
2024
Q2 | $220K | Sell |
3,333
-300
| -8% | -$19.8K | 0.12% | 203 |
|
|
2024
Q1 | $280K | Buy |
3,633
+366
| +11% | +$28.2K | 0.16% | 167 |
|
|
2023
Q4 | $254K | Buy |
+3,267
| New | +$254K | 0.16% | 171 |
|