Baer Investment Advisory’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
-31,684
Closed -$3.09M 26
2025
Q1
$3.09M Buy
31,684
+80
+0.3% +$7.81K 4% 15
2024
Q4
$4.06M Buy
+31,604
New +$4.06M 4.37% 9