Wellspring Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+1,798
| New | +$207K | 0.02% | 163 |
|
|
2025
Q1 | – | Sell |
-1,888
| Closed | -$201K | – | 148 |
|
|
2024
Q4 | $201K | Buy |
+1,888
| New | +$201K | 0.02% | 134 |
|
|
2022
Q1 | – | Sell |
-1,580
| Closed | -$218K | – | 136 |
|
|
2021
Q4 | $218K | Sell |
1,580
-10
| -0.6% | -$1.38K | 0.06% | 95 |
|
|
2021
Q3 | $216K | Buy |
1,590
+190
| +14% | +$25.8K | 0.07% | 92 |
|
|
2021
Q2 | $205K | Buy |
+1,400
| New | +$205K | 0.06% | 88 |
|