Avantax Planning 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 | $214K | Sell |
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|
2025
Q2 | $412K | Buy |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $342K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5K | Buy |
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