A detailed history of Xcel Wealth Management, LLC transactions in Shopify Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 7,696 shares of SHOP stock, worth $866,107. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,696
Previous 6,358 21.04%
Holding current value
$866,107
Previous $419,000 47.02%
% of portfolio
0.18%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$52.26 - $80.75 $69,923 - $108,043
1,338 Added 21.04%
7,696 $616,000
Q2 2024

Jul 23, 2024

BUY
$56.97 - $78.19 $362,215 - $497,132
6,358 New
6,358 $419,000
Q1 2022

Apr 29, 2022

SELL
$51.26 - $136.31 $17,018 - $45,254
-332 Closed
0 $0
Q4 2021

Feb 03, 2022

SELL
$128.22 - $169.06 $24,746 - $32,628
-193 Reduced 36.76%
332 $457,000
Q2 2021

Jul 15, 2021

SELL
$104.78 - $150.84 $10,478 - $15,084
-100 Reduced 16.0%
525 $767,000
Q4 2020

Jan 13, 2021

BUY
$88.58 - $127.71 $2,214 - $3,192
25 Added 4.17%
625 $707,000
Q3 2020

Oct 27, 2020

SELL
$87.08 - $113.43 $4,354 - $5,671
-50 Reduced 7.69%
600 $613,000
Q2 2020

Jul 10, 2020

SELL
$34.63 - $94.92 $82,419 - $225,909
-2,380 Reduced 78.55%
650 $616,000
Q1 2020

Apr 07, 2020

BUY
$32.23 - $54.32 $97,656 - $164,589
3,030 New
3,030 $1.26 Million

Others Institutions Holding SHOP

About SHOPIFY INC.


  • Ticker SHOP
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,190,109,952
  • Market Cap $134B
  • Description
  • Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company's platform enables merchants to displays, manages, markets, and sells its products through various sales channels, including web and mobile storefronts, physic...
More about SHOP
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