Wealth Alliance’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Sell |
7,941
-13
| -0.2% | -$1.5K | 0.1% | 178 |
|
|
2025
Q1 | $759K | Sell |
7,954
-967
| -11% | -$92.3K | 0.09% | 199 |
|
|
2024
Q4 | $949K | Sell |
8,921
-51
| -0.6% | -$5.42K | 0.11% | 166 |
|
|
2024
Q3 | $719K | Buy |
8,972
+2,000
| +29% | +$160K | 0.09% | 206 |
|
|
2024
Q2 | $461K | Buy |
6,972
+1,448
| +26% | +$95.6K | 0.06% | 263 |
|
|
2024
Q1 | $426K | Sell |
5,524
-1,308
| -19% | -$101K | 0.06% | 308 |
|
|
2023
Q4 | $532K | Buy |
6,832
+1,440
| +27% | +$112K | 0.07% | 245 |
|
|
2023
Q3 | $294K | Buy |
5,392
+563
| +12% | +$30.7K | 0.05% | 355 |
|
|
2023
Q2 | $312K | Buy |
+4,829
| New | +$312K | 0.05% | 368 |
|
|
2021
Q2 | – | Sell |
-2,300
| Closed | -$254K | – | 428 |
|
|
2021
Q1 | $254K | Sell |
2,300
-1,330
| -37% | -$147K | 0.07% | 331 |
|
|
2020
Q4 | $411K | Sell |
3,630
-360
| -9% | -$40.8K | 0.12% | 205 |
|
|
2020
Q3 | $408K | Sell |
3,990
-560
| -12% | -$57.3K | 0.15% | 174 |
|
|
2020
Q2 | $432K | Sell |
4,550
-400
| -8% | -$38K | 0.17% | 158 |
|
|
2020
Q1 | $206K | Buy |
+4,950
| New | +$206K | 0.11% | 218 |
|