Wealth Architects’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
3,705
+12
| +0.3% | +$1.38K | 0.04% | 148 |
|
|
2025
Q1 | $353K | Sell |
3,693
-913
| -20% | -$87.2K | 0.04% | 164 |
|
|
2024
Q4 | $490K | Sell |
4,606
-13
| -0.3% | -$1.38K | 0.06% | 123 |
|
|
2024
Q3 | $370K | Buy |
4,619
+14
| +0.3% | +$1.12K | 0.04% | 145 |
|
|
2024
Q2 | $304K | Sell |
4,605
-1,794
| -28% | -$118K | 0.04% | 163 |
|
|
2024
Q1 | $494K | Hold |
6,399
| – | – | 0.07% | 119 |
|
|
2023
Q4 | $498K | Buy |
6,399
+8
| +0.1% | +$623 | 0.07% | 110 |
|
|
2023
Q3 | $349K | Sell |
6,391
-32
| -0.5% | -$1.75K | 0.06% | 135 |
|
|
2023
Q2 | $415K | Sell |
6,423
-3,277
| -34% | -$212K | 0.07% | 128 |
|
|
2023
Q1 | $465K | Buy |
9,700
+10
| +0.1% | +$479 | 0.08% | 111 |
|
|
2022
Q4 | $336K | Sell |
9,690
-122
| -1% | -$4.24K | 0.06% | 126 |
|
|
2022
Q3 | $264K | Sell |
9,812
-38
| -0.4% | -$1.02K | 0.06% | 137 |
|
|
2022
Q2 | $308K | Buy |
+9,850
| New | +$308K | 0.06% | 135 |
|
|
2022
Q1 | – | Sell |
-1,940
| Closed | -$267K | – | 215 |
|
|
2021
Q4 | $267K | Sell |
1,940
-260
| -12% | -$35.8K | 0.05% | 159 |
|
|
2021
Q3 | $298K | Buy |
2,200
+10
| +0.5% | +$1.36K | 0.06% | 139 |
|
|
2021
Q2 | $320K | Buy |
2,190
+40
| +2% | +$5.85K | 0.06% | 128 |
|
|
2021
Q1 | $238K | Buy |
2,150
+100
| +5% | +$11.1K | 0.05% | 143 |
|
|
2020
Q4 | $232K | Sell |
2,050
-770
| -27% | -$87.1K | 0.05% | 137 |
|
|
2020
Q3 | $288K | Buy |
2,820
+510
| +22% | +$52.1K | 0.08% | 110 |
|
|
2020
Q2 | $219K | Buy |
+2,310
| New | +$219K | 0.06% | 123 |
|
|
2020
Q1 | – | Sell |
-5,500
| Closed | -$219K | – | 144 |
|
|
2019
Q4 | $219K | Buy |
+5,500
| New | +$219K | 0.06% | 124 |
|