Zhang Financial’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Sell |
7,673
-1,258
| -14% | -$145K | 0.04% | 176 |
|
|
2025
Q1 | $853K | Buy |
8,931
+1,678
| +23% | +$160K | 0.05% | 174 |
|
|
2024
Q4 | $771K | Buy |
7,253
+282
| +4% | +$30K | 0.04% | 175 |
|
|
2024
Q3 | $559K | Hold |
6,971
| – | – | 0.04% | 187 |
|
|
2024
Q2 | $460K | Hold |
6,971
| – | – | 0.03% | 195 |
|
|
2024
Q1 | $538K | Hold |
6,971
| – | – | 0.04% | 183 |
|
|
2023
Q4 | $543K | Buy |
6,971
+939
| +16% | +$73.1K | 0.05% | 174 |
|
|
2023
Q3 | $332K | Sell |
6,032
-190
| -3% | -$10.4K | 0.03% | 195 |
|
|
2023
Q2 | $395K | Buy |
6,222
+261
| +4% | +$16.6K | 0.04% | 178 |
|
|
2023
Q1 | $286K | Buy |
+5,961
| New | +$286K | 0.03% | 194 |
|
|
2022
Q2 | – | Sell |
-5,200
| Closed | -$351K | – | 229 |
|
|
2022
Q1 | $351K | Buy |
+5,200
| New | +$351K | 0.06% | 170 |
|