West Family Investments’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
8,082
+5,910
| +272% | +$682K | 0.24% | 84 |
|
|
2025
Q1 | $207K | Sell |
2,172
-3,801
| -64% | -$363K | 0.08% | 240 |
|
|
2024
Q4 | $635K | Sell |
5,973
-124
| -2% | -$13.2K | 0.22% | 87 |
|
|
2024
Q3 | $489K | Buy |
6,097
+762
| +14% | +$61.1K | 0.17% | 127 |
|
|
2024
Q2 | $352K | Buy |
5,335
+25
| +0.5% | +$1.65K | 0.11% | 153 |
|
|
2024
Q1 | $410K | Buy |
5,310
+138
| +3% | +$10.6K | 0.13% | 133 |
|
|
2023
Q4 | $403K | Sell |
5,172
-67
| -1% | -$5.22K | 0.14% | 120 |
|
|
2023
Q3 | $286K | Buy |
5,239
+67
| +1% | +$3.66K | 0.1% | 170 |
|
|
2023
Q2 | $334K | Hold |
5,172
| – | – | 0.13% | 144 |
|
|
2023
Q1 | $248K | Sell |
5,172
-739
| -13% | -$35.4K | 0.1% | 154 |
|
|
2022
Q4 | $205K | Buy |
+5,911
| New | +$205K | 0.07% | 213 |
|
|
2022
Q3 | – | Sell |
-8,530
| Closed | -$266K | – | 250 |
|
|
2022
Q2 | $266K | Buy |
+8,530
| New | +$266K | 0.1% | 178 |
|
|
2022
Q1 | – | Sell |
-3,810
| Closed | -$525K | – | 337 |
|
|
2021
Q4 | $525K | Sell |
3,810
-210
| -5% | -$28.9K | 0.14% | 115 |
|
|
2021
Q3 | $545K | Buy |
4,020
+50
| +1% | +$6.78K | 0.14% | 126 |
|
|
2021
Q2 | $580K | Buy |
+3,970
| New | +$580K | 0.16% | 111 |
|