WMG Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
2,440
| – | – | 0.1% | 142 |
|
|
2025
Q1 | $233K | Buy |
2,440
+440
| +22% | +$42K | 0.1% | 148 |
|
|
2024
Q4 | $213K | Buy |
+2,000
| New | +$213K | 0.09% | 153 |
|
|
2023
Q4 | – | Sell |
-8,050
| Closed | -$439K | – | 131 |
|
|
2023
Q3 | $439K | Sell |
8,050
-7,150
| -47% | -$390K | 0.37% | 56 |
|
|
2023
Q2 | $982K | Sell |
15,200
-5,950
| -28% | -$384K | 0.72% | 35 |
|
|
2023
Q1 | $1.01M | Buy |
21,150
+900
| +4% | +$43.1K | 0.84% | 38 |
|
|
2022
Q4 | $703K | Hold |
20,250
| – | – | 0.6% | 49 |
|
|
2022
Q3 | $545K | Hold |
20,250
| – | – | 0.49% | 55 |
|
|
2022
Q2 | $631K | Buy |
20,250
+2,090
| +12% | +$65.1K | 0.55% | 51 |
|
|
2022
Q1 | $1.23M | Buy |
18,160
+16,030
| +753% | +$1.09M | 0.91% | 25 |
|
|
2021
Q4 | $294K | Buy |
+2,130
| New | +$294K | 0.23% | 118 |
|