Shopify Inc cl a shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Shopify Inc cl a (SHOP) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Shopify Inc cl a
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Quarterly reported holdings in Shopify Inc cl a by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 5.1k | 148.61 |
| 2025-06-30 | $592k | 5.1k | 115.35 |
| 2025-03-31 | $608k | 6.4k | 95.48 |
| 2024-12-31 | $818k | 7.7k | 106.33 |
| 2024-09-30 | $617k | 7.7k | 80.14 |
| 2024-06-30 | $420k | 6.4k | 66.05 |
| 2021-12-31 | $457k | 332 | 1376.51 |
| 2021-09-30 | $712k | 525 | 1356.19 |
| 2021-06-30 | $767k | 525 | 1460.95 |
| 2021-03-31 | $692k | 625 | 1107.20 |
| 2020-12-31 | $707k | 625 | 1131.20 |
| 2020-09-30 | $613k | 600 | 1021.67 |
| 2020-06-30 | $616k | 650 | 947.69 |
| 2020-03-31 | $1.3M | 3.0k | 416.83 |
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