WealthPLAN 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 | $201K | Sell |
1,740
-570
| -25% | -$65.8K | 0.03% | 250 |
|
|
2025
Q1 | $221K | Hold |
2,310
| – | – | 0.03% | 240 |
|
|
2024
Q4 | $246K | Buy |
+2,310
| New | +$246K | 0.03% | 225 |
|
|
2024
Q1 | – | Sell |
-2,570
| Closed | -$200K | – | 340 |
|
|
2023
Q4 | $200K | Buy |
+2,570
| New | +$200K | 0.02% | 309 |
|
|
2023
Q3 | – | Sell |
-2,090
| Closed | -$135K | – | 1017 |
|
|
2023
Q2 | $135K | Sell |
2,090
-500
| -19% | -$32.3K | 0.02% | 349 |
|
|
2023
Q1 | $124K | Buy |
+2,590
| New | +$124K | 0.01% | 379 |
|
|
2022
Q1 | – | Sell |
-3,110
| Closed | -$300K | – | 402 |
|
|
2021
Q4 | $300K | Buy |
3,110
+50
| +2% | +$4.82K | 0.02% | 318 |
|
|
2021
Q3 | $465K | Hold |
3,060
| – | – | 0.03% | 258 |
|
|
2021
Q2 | $454K | Hold |
3,060
| – | – | 0.03% | 243 |
|
|
2021
Q1 | $350K | Sell |
3,060
-50
| -2% | -$5.72K | 0.03% | 258 |
|
|
2020
Q4 | $392K | Sell |
3,110
-110
| -3% | -$13.9K | 0.03% | 238 |
|
|
2020
Q3 | $298K | Buy |
3,220
+300
| +10% | +$27.8K | 0.03% | 255 |
|
|
2020
Q2 | $292K | Buy |
2,920
+40
| +1% | +$4K | 0.03% | 247 |
|
|
2020
Q1 | $217K | Buy |
+2,880
| New | +$217K | 0.03% | 227 |
|