Western Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
2,119
-80
| -4% | -$9.23K | 0.01% | 622 |
|
|
2025
Q1 | $210K | Sell |
2,199
-39
| -2% | -$3.72K | 0.01% | 639 |
|
|
2024
Q4 | $238K | Buy |
+2,238
| New | +$238K | 0.02% | 588 |
|
|
2024
Q2 | – | Sell |
-5,598
| Closed | -$432K | – | 673 |
|
|
2024
Q1 | $432K | Sell |
5,598
-406
| -7% | -$31.3K | 0.03% | 405 |
|
|
2023
Q4 | $468K | Buy |
+6,004
| New | +$468K | 0.03% | 435 |
|
|
2022
Q2 | – | Sell |
-5,090
| Closed | -$344K | – | 844 |
|
|
2022
Q1 | $344K | Buy |
5,090
+1,720
| +51% | +$116K | 0.02% | 629 |
|
|
2021
Q4 | $467K | Buy |
+3,370
| New | +$467K | 0.05% | 339 |
|
|
2021
Q2 | $325K | Sell |
2,250
-1,790
| -44% | -$259K | 0.03% | 473 |
|
|
2021
Q1 | $447K | Buy |
4,040
+1,690
| +72% | +$187K | 0.06% | 306 |
|
|
2020
Q4 | $266K | Sell |
2,350
-20
| -0.8% | -$2.26K | 0.04% | 377 |
|
|
2020
Q3 | $242K | Sell |
2,370
-320
| -12% | -$32.7K | 0.04% | 374 |
|
|
2020
Q2 | $255K | Buy |
+2,690
| New | +$255K | 0.05% | 343 |
|