AssuredPartners Investment Advisors’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,776	Closed	-$265K	–	314
2025 Q1	$265K	Sell	2,776 -36	-1%	-$3.44K	0.05%	281
2024 Q4	$299K	Buy	+2,812	New	+$299K	0.06%	272