Ascent Wealth Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.89M | Sell |
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|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $255K | Buy |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $247K | Sell |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $3.42M | Sell |
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|
2021
Q2 | $3.73M | Sell |
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|
2021
Q1 | $3.02M | Sell |
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|
2020
Q4 | $4.27M | Sell |
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|
2020
Q3 | $4.27M | Buy |
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|
2020
Q2 | $3.92M | Sell |
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|
2020
Q1 | $2.44M | Sell |
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|
2019
Q4 | $2.35M | Sell |
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|
2019
Q3 | $1.86M | Buy |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $490K | Buy |
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|
2018
Q3 | $567K | Buy |
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|
2018
Q2 | $484K | Buy |
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|
2018
Q1 | $400K | Buy |
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