Wealth Effects’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
1,925
-250
| -11% | -$28.8K | 0.08% | 185 |
|
|
2025
Q1 | $208K | Sell |
2,175
-400
| -16% | -$38.2K | 0.09% | 176 |
|
|
2024
Q4 | $274K | Hold |
2,575
| – | – | 0.1% | 169 |
|
|
2024
Q3 | $206K | Buy |
+2,575
| New | +$206K | 0.07% | 195 |
|
|
2024
Q2 | – | Sell |
-7,145
| Closed | -$551K | – | 222 |
|
|
2024
Q1 | $551K | Sell |
7,145
-1,830
| -20% | -$141K | 0.2% | 99 |
|
|
2023
Q4 | $699K | Sell |
8,975
-1,045
| -10% | -$81.4K | 0.26% | 88 |
|
|
2023
Q3 | $547K | Buy |
10,020
+75
| +0.8% | +$4.09K | 0.27% | 85 |
|
|
2023
Q2 | $642K | Sell |
9,945
-70
| -0.7% | -$4.52K | 0.28% | 78 |
|
|
2023
Q1 | $480K | Buy |
10,015
+125
| +1% | +$5.99K | 0.25% | 91 |
|
|
2022
Q4 | $343K | Sell |
9,890
-2,930
| -23% | -$102K | 0.2% | 119 |
|
|
2022
Q3 | $345K | Sell |
12,820
-300
| -2% | -$8.07K | 0.21% | 102 |
|
|
2022
Q2 | $410K | Buy |
13,120
+650
| +5% | +$20.3K | 0.25% | 97 |
|
|
2022
Q1 | $843K | Buy |
12,470
+680
| +6% | +$46K | 0.39% | 58 |
|
|
2021
Q4 | $1.62M | Buy |
+11,790
| New | +$1.62M | 0.67% | 34 |
|