Wallace Advisory 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 | $1.28M | Buy |
13,379
+37
| +0.3% | +$3.53K | 0.93% | 28 |
|
|
2025
Q1 | $1.42M | Sell |
13,342
-16
| -0.1% | -$1.7K | 0.98% | 22 |
|
|
2024
Q4 | $1.07M | Buy |
13,358
+3,687
| +38% | +$295K | 0.74% | 32 |
|
|
2024
Q3 | $639K | Sell |
9,671
-204
| -2% | -$13.5K | 0.47% | 51 |
|
|
2024
Q2 | $652K | Buy |
+9,875
| New | +$652K | 0.47% | 49 |
|