Wealth Alliance 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 | $365K | Buy |
3,160
+30
| +1% | +$3.46K | 0.07% | 135 |
|
|
2025
Q1 | $299K | Hold |
3,130
| – | – | 0.06% | 147 |
|
|
2024
Q4 | $333K | Hold |
3,130
| – | – | 0.07% | 128 |
|
|
2024
Q3 | $251K | Hold |
3,130
| – | – | 0.05% | 161 |
|
|
2024
Q2 | $207K | Hold |
3,130
| – | – | 0.05% | 176 |
|
|
2024
Q1 | $242K | Hold |
3,130
| – | – | 0.06% | 161 |
|
|
2023
Q4 | $244K | Buy |
+3,130
| New | +$244K | 0.06% | 156 |
|
|
2023
Q3 | – | Sell |
-3,130
| Closed | -$202K | – | 186 |
|
|
2023
Q2 | $202K | Buy |
+3,130
| New | +$202K | 0.07% | 156 |
|
|
2022
Q1 | – | Sell |
-2,680
| Closed | -$369K | – | 172 |
|
|
2021
Q4 | $369K | Hold |
2,680
| – | – | 0.16% | 99 |
|
|
2021
Q3 | $363K | Hold |
2,680
| – | – | 0.18% | 92 |
|
|
2021
Q2 | $392K | Hold |
2,680
| – | – | 0.19% | 88 |
|
|
2021
Q1 | $297K | Sell |
2,680
-760
| -22% | -$84.2K | 0.15% | 107 |
|
|
2020
Q4 | $389K | Sell |
3,440
-80
| -2% | -$9.05K | 0.21% | 78 |
|
|
2020
Q3 | $360K | Sell |
3,520
-360
| -9% | -$36.8K | 0.21% | 74 |
|
|
2020
Q2 | $368K | Buy |
+3,880
| New | +$368K | 0.23% | 68 |
|