Bartlett & Co Wealth Management’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 | $340K | Hold |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $276K | Buy |
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|
2024
Q3 | $136K | Buy |
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|
2024
Q2 | $99.1K | Hold |
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|
2024
Q1 | $116K | Sell |
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|
2023
Q4 | $124K | Buy |
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|
2023
Q3 | $81.9K | Hold |
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|
2023
Q2 | $96.9K | Hold |
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|
2023
Q1 | $71.9K | Hold |
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|
2022
Q4 | $52.1K | Hold |
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|
2022
Q3 | $40.4K | Hold |
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|
2022
Q2 | $46.9K | Hold |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $207K | Sell |
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|
2021
Q3 | $271K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.56K | Buy |
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