Advisor OS’s Shopify SHOP Stock Holding History

Advisor OS’s Portfolio SHOP Stock Details SHOP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$813K	Buy
2025 Q3	$671K	Buy
2025 Q2	$484K	Buy
2022 Q1	–	Sell
2021 Q4	$1.02M	Buy
2021 Q3	$766K	Sell
2021 Q2	$847K	Buy
2021 Q1	$528K	Buy
2020 Q4	$442K	Buy
2020 Q3	$345K	Buy
2020 Q2	$252K	Buy