Williams Jones 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 | $1.02M | Hold |
8,818
| – | – | 0.01% | 257 |
|
|
2025
Q1 | $842K | Hold |
8,818
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $938K | Hold |
8,818
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $707K | Buy |
8,818
+4,000
| +83% | +$321K | 0.01% | 298 |
|
|
2024
Q2 | $318K | Buy |
+4,818
| New | +$318K | ﹤0.01% | 403 |
|
|
2022
Q2 | – | Sell |
-4,320
| Closed | -$292K | – | 605 |
|
|
2022
Q1 | $292K | Buy |
4,320
+1,000
| +30% | +$67.6K | ﹤0.01% | 422 |
|
|
2021
Q4 | $457K | Buy |
3,320
+240
| +8% | +$33K | 0.01% | 342 |
|
|
2021
Q3 | $418K | Sell |
3,080
-20
| -0.6% | -$2.71K | 0.01% | 344 |
|
|
2021
Q2 | $453K | Buy |
+3,100
| New | +$453K | 0.01% | 335 |
|
|
2020
Q3 | – | Sell |
-10,300
| Closed | -$978K | – | 454 |
|
|
2020
Q2 | $978K | Buy |
10,300
+180
| +2% | +$17.1K | 0.02% | 199 |
|
|
2020
Q1 | $422K | Sell |
10,120
-2,130
| -17% | -$88.8K | 0.01% | 244 |
|
|
2019
Q4 | $487K | Hold |
12,250
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $382K | Buy |
+12,250
| New | +$382K | 0.01% | 307 |
|