Wealthcare Advisory 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 | $576K | Buy |
4,992
+1,233
| +33% | +$142K | 0.01% | 609 |
|
|
2025
Q1 | $359K | Sell |
3,759
-502
| -12% | -$47.9K | 0.01% | 678 |
|
|
2024
Q4 | $453K | Sell |
4,261
-9
| -0.2% | -$957 | 0.01% | 594 |
|
|
2024
Q3 | $342K | Sell |
4,270
-661
| -13% | -$53K | 0.01% | 673 |
|
|
2024
Q2 | $326K | Buy |
4,931
+591
| +14% | +$39K | 0.01% | 650 |
|
|
2024
Q1 | $335K | Buy |
4,340
+219
| +5% | +$16.9K | 0.01% | 635 |
|
|
2023
Q4 | $321K | Buy |
4,121
+341
| +9% | +$26.6K | 0.01% | 591 |
|
|
2023
Q3 | $206K | Sell |
3,780
-219
| -5% | -$12K | 0.01% | 650 |
|
|
2023
Q2 | $258K | Sell |
3,999
-345
| -8% | -$22.3K | 0.01% | 611 |
|
|
2023
Q1 | $208K | Buy |
+4,344
| New | +$208K | 0.01% | 678 |
|
|
2022
Q2 | – | Sell |
-3,910
| Closed | -$264K | – | 612 |
|
|
2022
Q1 | $264K | Buy |
3,910
+850
| +28% | +$57.4K | 0.02% | 454 |
|
|
2021
Q4 | $421K | Buy |
3,060
+370
| +14% | +$50.9K | 0.03% | 351 |
|
|
2021
Q3 | $365K | Buy |
2,690
+100
| +4% | +$13.6K | 0.02% | 370 |
|
|
2021
Q2 | $378K | Buy |
2,590
+50
| +2% | +$7.3K | 0.03% | 369 |
|
|
2021
Q1 | $281K | Sell |
2,540
-150
| -6% | -$16.6K | 0.02% | 409 |
|
|
2020
Q4 | $304K | Sell |
2,690
-110
| -4% | -$12.4K | 0.03% | 319 |
|
|
2020
Q3 | $286K | Sell |
2,800
-200
| -7% | -$20.4K | 0.03% | 278 |
|
|
2020
Q2 | $285K | Buy |
3,000
+430
| +17% | +$40.9K | 0.04% | 248 |
|
|
2020
Q1 | $107K | Buy |
2,570
+370
| +17% | +$15.4K | 0.02% | 364 |
|
|
2019
Q4 | $87K | Buy |
2,200
+150
| +7% | +$5.93K | 0.01% | 427 |
|
|
2019
Q3 | $64K | Buy |
2,050
+1,850
| +925% | +$57.8K | 0.01% | 482 |
|
|
2019
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q1 | $4K | Sell |
200
-520
| -72% | -$10.4K | ﹤0.01% | 1012 |
|
|
2018
Q4 | $10K | Buy |
+720
| New | +$10K | ﹤0.01% | 791 |
|