Asset Dedication LLC’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
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|
2025
Q1 | $131K | Hold |
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|
2024
Q4 | $146K | Sell |
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|
2024
Q3 | $186K | Sell |
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|
2024
Q2 | $159K | Buy |
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|
2024
Q1 | $139K | Sell |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $203K | Buy |
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|
2023
Q1 | $100K | Sell |
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|
2022
Q4 | $75K | Buy |
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|
2022
Q3 | $58K | Buy |
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|
2022
Q2 | $61K | Sell |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $195K | Buy |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | $55K | Sell |
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|
2020
Q4 | $134K | Sell |
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|
2020
Q3 | $171K | Buy |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | $40K | Hold |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $30K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $15K | Hold |
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|
2018
Q1 | $12K | Buy |
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