Wedmont Private Capital’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
2,096
-677
| -24% | -$77.4K | 0.01% | 660 |
|
|
2025
Q1 | $232K | Sell |
2,773
-532
| -16% | -$44.5K | 0.01% | 597 |
|
|
2024
Q4 | $343K | Sell |
3,305
-22
| -0.7% | -$2.28K | 0.02% | 501 |
|
|
2024
Q3 | $269K | Buy |
+3,327
| New | +$269K | 0.02% | 544 |
|
|
2024
Q2 | – | Sell |
-2,833
| Closed | -$212K | – | 667 |
|
|
2024
Q1 | $212K | Sell |
2,833
-1,283
| -31% | -$96.1K | 0.02% | 558 |
|
|
2023
Q4 | $320K | Buy |
+4,116
| New | +$320K | 0.03% | 409 |
|