Valeo Financial 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 | $2.2M | Sell |
19,050
-667
| -3% | -$76.9K | 0.05% | 157 |
|
|
2025
Q1 | $1.88M | Sell |
19,717
-360
| -2% | -$34.4K | 0.05% | 168 |
|
|
2024
Q4 | $2.13M | Buy |
20,077
+2,788
| +16% | +$296K | 0.06% | 146 |
|
|
2024
Q3 | $1.39M | Buy |
17,289
+2,811
| +19% | +$225K | 0.04% | 202 |
|
|
2024
Q2 | $956K | Sell |
14,478
-123
| -0.8% | -$8.12K | 0.03% | 247 |
|
|
2024
Q1 | $1.06M | Sell |
14,601
-2,103
| -13% | -$152K | 0.04% | 230 |
|
|
2023
Q4 | $1.3M | Sell |
16,704
-7,504
| -31% | -$585K | 0.05% | 189 |
|
|
2023
Q3 | $1.32M | Sell |
24,208
-1,171
| -5% | -$63.9K | 0.06% | 168 |
|
|
2023
Q2 | $1.64M | Sell |
25,379
-4,417
| -15% | -$285K | 0.07% | 143 |
|
|
2023
Q1 | $1.43M | Buy |
29,796
+1,314
| +5% | +$63K | 0.07% | 168 |
|
|
2022
Q4 | $989K | Sell |
28,482
-6,230
| -18% | -$216K | 0.05% | 187 |
|
|
2022
Q3 | $935K | Buy |
34,712
+1,870
| +6% | +$50.4K | 0.06% | 175 |
|
|
2022
Q2 | $1.03M | Buy |
32,842
+14,422
| +78% | +$451K | 0.06% | 160 |
|
|
2022
Q1 | $1.25M | Buy |
18,420
+6,730
| +58% | +$455K | 0.06% | 171 |
|
|
2021
Q4 | $1.61M | Buy |
11,690
+2,810
| +32% | +$387K | 0.09% | 135 |
|
|
2021
Q3 | $1.2M | Buy |
8,880
+4,530
| +104% | +$614K | 0.07% | 153 |
|
|
2021
Q2 | $635K | Buy |
4,350
+700
| +19% | +$102K | 0.04% | 214 |
|
|
2021
Q1 | $404K | Buy |
3,650
+550
| +18% | +$60.9K | 0.02% | 292 |
|
|
2020
Q4 | $351K | Buy |
3,100
+850
| +38% | +$96.2K | 0.02% | 296 |
|
|
2020
Q3 | $230K | Sell |
2,250
-5,730
| -72% | -$586K | 0.02% | 287 |
|
|
2020
Q2 | $757K | Sell |
7,980
-1,200
| -13% | -$114K | 0.07% | 148 |
|
|
2020
Q1 | $383K | Buy |
9,180
+2,200
| +32% | +$91.8K | 0.04% | 200 |
|
|
2019
Q4 | $278K | Sell |
6,980
-30
| -0.4% | -$1.2K | 0.03% | 261 |
|
|
2019
Q3 | $218K | Buy |
7,010
+5,100
| +267% | +$159K | 0.02% | 288 |
|
|
2019
Q2 | $57K | Buy |
1,910
+540
| +39% | +$16.1K | 0.01% | 559 |
|
|
2019
Q1 | $28K | Buy |
1,370
+1,050
| +328% | +$21.5K | ﹤0.01% | 681 |
|
|
2018
Q4 | $4K | Sell |
320
-60
| -16% | -$750 | ﹤0.01% | 1155 |
|
|
2018
Q3 | $5K | Buy |
+380
| New | +$5K | ﹤0.01% | 1214 |
|
|
2017
Q4 | – | Sell |
-350
| Closed | -$4K | – | 1468 |
|
|
2017
Q3 | $4K | Buy |
+350
| New | +$4K | ﹤0.01% | 918 |
|