Adero Partners’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$224K Buy
2,346
+43
+2% +$4.11K 0.01% 219
2024
Q4
$245K Buy
+2,303
New +$245K 0.02% 202
2022
Q2
Sell
-3,420
Closed -$231K 165
2022
Q1
$231K Buy
3,420
+240
+8% +$16.2K 0.03% 145
2021
Q4
$438K Sell
3,180
-80
-2% -$11K 0.07% 109
2021
Q3
$442K Buy
3,260
+150
+5% +$20.3K 0.08% 96
2021
Q2
$454K Buy
3,110
+110
+4% +$16.1K 0.11% 86
2021
Q1
$332K Buy
+3,000
New +$332K 0.15% 87