Baron Silver Stevens Financial 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
$200K Sell
1,737
-452
-21% -$52.1K 0.03% 143
2025
Q1
$209K Hold
2,189
0.04% 118
2024
Q4
$233K Buy
+2,189
New +$233K 0.04% 113
2021
Q1
Sell
-130
Closed -$14K 389
2020
Q4
$14K Buy
+130
New +$14K ﹤0.01% 231