XWM
Xcel Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
5,131
-1,233
| -19% | -$142K | 0.17% | 87 |
|
|
2025
Q1 | $608K | Sell |
6,364
-1,332
| -17% | -$127K | 0.19% | 82 |
|
|
2024
Q4 | $818K | Hold |
7,696
| – | – | 0.23% | 68 |
|
|
2024
Q3 | $617K | Buy |
7,696
+1,338
| +21% | +$107K | 0.18% | 79 |
|
|
2024
Q2 | $420K | Buy |
+6,358
| New | +$420K | 0.13% | 88 |
|
|
2022
Q1 | – | Sell |
-332
| Closed | -$457K | – | 147 |
|
|
2021
Q4 | $457K | Sell |
332
-193
| -37% | -$266K | 0.12% | 106 |
|
|
2021
Q3 | $712K | Hold |
525
| – | – | 0.21% | 81 |
|
|
2021
Q2 | $767K | Sell |
525
-100
| -16% | -$146K | 0.23% | 79 |
|
|
2021
Q1 | $692K | Hold |
625
| – | – | 0.25% | 73 |
|
|
2020
Q4 | $707K | Buy |
625
+25
| +4% | +$28.3K | 0.31% | 65 |
|
|
2020
Q3 | $613K | Sell |
600
-50
| -8% | -$51.1K | 0.32% | 66 |
|
|
2020
Q2 | $616K | Sell |
650
-2,380
| -79% | -$2.26M | 0.38% | 54 |
|
|
2020
Q1 | $1.26M | Buy |
+3,030
| New | +$1.26M | 1.14% | 29 |
|