Twin Peaks Wealth 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
$506K Sell
3,389
-109
-3% -$16.3K 0.16% 94
2025
Q1
$294K Sell
3,498
-182
-5% -$15.3K 0.13% 112
2024
Q4
$391K Sell
3,680
-602
-14% -$64K 0.17% 90
2024
Q3
$343K Buy
4,282
+145
+4% +$11.6K 0.16% 96
2024
Q2
$273K Sell
4,137
-41
-1% -$2.71K 0.14% 104
2024
Q1
$322K Sell
4,178
-485
-10% -$37.4K 0.18% 96
2023
Q4
$363K Buy
+4,663
New +$363K 0.23% 87