Wealth Management Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
10,297
+18
| +0.2% | +$2.1K | 0.42% | 52 |
|
|
2025
Q1 | $994K | Sell |
10,279
-305
| -3% | -$29.5K | 0.46% | 53 |
|
|
2024
Q4 | $1.13M | Sell |
10,584
-70
| -0.7% | -$7.44K | 0.49% | 47 |
|
|
2024
Q3 | $854K | Buy |
+10,654
| New | +$854K | 0.4% | 54 |
|
|
2024
Q2 | – | Sell |
-14,602
| Closed | -$1.13M | – | 120 |
|
|
2024
Q1 | $1.13M | Buy |
14,602
+680
| +5% | +$52.5K | 0.57% | 40 |
|
|
2023
Q4 | $1.08M | Buy |
13,922
+126
| +0.9% | +$9.82K | 0.6% | 38 |
|
|
2023
Q3 | $753K | Buy |
13,796
+780
| +6% | +$42.6K | 0.47% | 45 |
|
|
2023
Q2 | $841K | Buy |
13,016
+939
| +8% | +$60.7K | 0.53% | 43 |
|
|
2023
Q1 | $579K | Buy |
+12,077
| New | +$579K | 0.4% | 54 |
|
|
2022
Q2 | – | Sell |
-10,000
| Closed | -$495K | – | 114 |
|
|
2022
Q1 | $495K | Buy |
+10,000
| New | +$495K | 0.35% | 58 |
|
|
2021
Q1 | – | Sell |
-4,710
| Closed | -$546K | – | 128 |
|
|
2020
Q4 | $546K | Buy |
+4,710
| New | +$546K | 0.43% | 56 |
|