Wealthspire Advisors (New York)’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
7,584
+121
| +2% | +$14K | ﹤0.01% | 418 |
|
|
2025
Q1 | $713K | Sell |
7,463
-7,214
| -49% | -$689K | ﹤0.01% | 447 |
|
|
2024
Q4 | $1.56M | Buy |
14,677
+545
| +4% | +$58K | 0.02% | 287 |
|
|
2024
Q3 | $1.13M | Buy |
14,132
+724
| +5% | +$58K | 0.01% | 351 |
|
|
2024
Q2 | $886K | Buy |
13,408
+9,987
| +292% | +$660K | 0.01% | 334 |
|
|
2024
Q1 | $264K | Sell |
3,421
-139
| -4% | -$10.7K | ﹤0.01% | 542 |
|
|
2023
Q4 | $277K | Sell |
3,560
-550
| -13% | -$42.8K | ﹤0.01% | 541 |
|
|
2023
Q3 | $224K | Buy |
4,110
+484
| +13% | +$26.4K | ﹤0.01% | 546 |
|
|
2023
Q2 | $234K | Buy |
+3,626
| New | +$234K | ﹤0.01% | 495 |
|
|
2022
Q2 | – | Sell |
-4,250
| Closed | -$287K | – | 518 |
|
|
2022
Q1 | $287K | Sell |
4,250
-800
| -16% | -$54K | 0.01% | 355 |
|
|
2021
Q4 | $696K | Sell |
5,050
-1,300
| -20% | -$179K | 0.02% | 268 |
|
|
2021
Q3 | $861K | Buy |
+6,350
| New | +$861K | 0.02% | 273 |
|
|
2021
Q2 | – | Sell |
-7,500
| Closed | -$830K | – | 607 |
|
|
2021
Q1 | $830K | Buy |
7,500
+3,270
| +77% | +$362K | 0.02% | 294 |
|
|
2020
Q4 | $479K | Buy |
+4,230
| New | +$479K | 0.01% | 320 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$1K | – | 666 |
|
|
2018
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 833 |
|