Waverly 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 | $1.07M | Sell |
9,300
-106
| -1% | -$12.2K | 0.01% | 603 |
|
|
2025
Q1 | $898K | Buy |
9,406
+625
| +7% | +$59.7K | 0.01% | 629 |
|
|
2024
Q4 | $934K | Buy |
8,781
+5,701
| +185% | +$606K | 0.01% | 530 |
|
|
2024
Q3 | $247K | Buy |
3,080
+4
| +0.1% | +$321 | ﹤0.01% | 728 |
|
|
2024
Q2 | $203K | Buy |
+3,076
| New | +$203K | ﹤0.01% | 766 |
|