Westside Investment 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 | $4.78M | Buy |
41,668
+1,418
| +4% | +$163K | 0.89% | 26 |
|
|
2025
Q1 | $3.86M | Sell |
40,250
-720
| -2% | -$69.1K | 0.82% | 30 |
|
|
2024
Q4 | $4.36M | Sell |
40,970
-1,350
| -3% | -$144K | 0.92% | 27 |
|
|
2024
Q3 | $3.19M | Sell |
42,320
-1,200
| -3% | -$90.4K | 0.68% | 41 |
|
|
2024
Q2 | $2.87M | Sell |
43,520
-520
| -1% | -$34.3K | 0.66% | 40 |
|
|
2024
Q1 | $3.41M | Sell |
44,040
-2,320
| -5% | -$180K | 0.82% | 30 |
|
|
2023
Q4 | $3.61M | Buy |
46,360
+840
| +2% | +$65.4K | 0.92% | 27 |
|
|
2023
Q3 | $2.48M | Hold |
45,520
| – | – | 0.72% | 34 |
|
|
2023
Q2 | $2.94M | Sell |
45,520
-3,300
| -7% | -$213K | 0.83% | 29 |
|
|
2023
Q1 | $2.34M | Buy |
48,820
+840
| +2% | +$40.3K | 0.69% | 37 |
|
|
2022
Q4 | $355K | Buy |
47,980
+5,470
| +13% | +$40.4K | 0.87% | 25 |
|
|
2022
Q3 | $246K | Buy |
42,510
+11,200
| +36% | +$64.8K | 0.59% | 43 |
|
|
2022
Q2 | $313K | Buy |
31,310
+15,010
| +92% | +$150K | 0.71% | 34 |
|
|
2022
Q1 | $313K | Buy |
16,300
+16,200
| +16,200% | +$311K | 0.69% | 35 |
|
|
2021
Q4 | $13 | Hold |
100
| – | – | ﹤0.01% | 560 |
|
|
2021
Q3 | $13 | Hold |
100
| – | – | ﹤0.01% | 545 |
|
|
2021
Q2 | $14 | Hold |
100
| – | – | ﹤0.01% | 533 |
|
|
2021
Q1 | $11 | Buy |
+100
| New | +$11 | ﹤0.01% | 546 |
|