Winthrop Advisory Group’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
5,345
+25
| +0.5% | +$2.88K | 0.06% | 89 |
|
|
2025
Q1 | $508K | Buy |
5,320
+250
| +5% | +$23.9K | 0.06% | 92 |
|
|
2024
Q4 | $539K | Sell |
5,070
-255
| -5% | -$27.1K | 0.06% | 93 |
|
|
2024
Q3 | $427K | Buy |
5,325
+1,000
| +23% | +$80.1K | 0.05% | 97 |
|
|
2024
Q2 | $286K | Sell |
4,325
-460
| -10% | -$30.4K | 0.04% | 116 |
|
|
2024
Q1 | $369K | Buy |
4,785
+250
| +6% | +$19.3K | 0.05% | 102 |
|
|
2023
Q4 | $353K | Buy |
4,535
+95
| +2% | +$7.4K | 0.06% | 97 |
|
|
2023
Q3 | $242K | Sell |
4,440
-100
| -2% | -$5.46K | 0.04% | 106 |
|
|
2023
Q2 | $293K | Hold |
4,540
| – | – | 0.05% | 101 |
|
|
2023
Q1 | $218K | Buy |
+4,540
| New | +$218K | 0.04% | 114 |
|
|
2022
Q2 | – | Sell |
-4,290
| Closed | -$290K | – | 140 |
|
|
2022
Q1 | $290K | Buy |
4,290
+470
| +12% | +$31.8K | 0.06% | 103 |
|
|
2021
Q4 | $526K | Buy |
3,820
+10
| +0.3% | +$1.38K | 0.11% | 66 |
|
|
2021
Q3 | $517K | Buy |
3,810
+20
| +0.5% | +$2.71K | 0.12% | 59 |
|
|
2021
Q2 | $554K | Sell |
3,790
-80
| -2% | -$11.7K | 0.12% | 58 |
|
|
2021
Q1 | $428K | Buy |
3,870
+40
| +1% | +$4.42K | 0.11% | 70 |
|
|
2020
Q4 | $434K | Buy |
3,830
+30
| +0.8% | +$3.4K | 0.11% | 65 |
|
|
2020
Q3 | $392K | Buy |
3,800
+800
| +27% | +$82.5K | 0.12% | 65 |
|
|
2020
Q2 | $305K | Buy |
+3,000
| New | +$305K | 0.11% | 68 |
|