Bartlett & Co Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
2,288
-21
| -0.9% | -$2.42K | ﹤0.01% | 408 |
|
|
2025
Q1 | $220K | Sell |
2,309
-291
| -11% | -$27.8K | ﹤0.01% | 433 |
|
|
2024
Q4 | $276K | Buy |
2,600
+900
| +53% | +$95.7K | ﹤0.01% | 402 |
|
|
2024
Q3 | $136K | Buy |
1,700
+200
| +13% | +$16K | ﹤0.01% | 500 |
|
|
2024
Q2 | $99.1K | Hold |
1,500
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $116K | Sell |
1,500
-70
| -4% | -$5.4K | ﹤0.01% | 526 |
|
|
2023
Q4 | $124K | Buy |
1,570
+70
| +5% | +$5.54K | ﹤0.01% | 546 |
|
|
2023
Q3 | $81.9K | Hold |
1,500
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $96.9K | Hold |
1,500
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $71.9K | Hold |
1,500
| – | – | ﹤0.01% | 512 |
|
|
2022
Q4 | $52.1K | Hold |
1,500
| – | – | ﹤0.01% | 573 |
|
|
2022
Q3 | $40.4K | Hold |
1,500
| – | – | ﹤0.01% | 597 |
|
|
2022
Q2 | $46.9K | Hold |
1,500
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $101K | Hold |
1,500
| – | – | ﹤0.01% | 489 |
|
|
2021
Q4 | $207K | Sell |
1,500
-500
| -25% | -$68.9K | ﹤0.01% | 392 |
|
|
2021
Q3 | $271K | Buy |
+2,000
| New | +$271K | 0.01% | 314 |
|
|
2019
Q4 | – | Sell |
-50
| Closed | -$1.56K | – | 883 |
|
|
2019
Q3 | $1.56K | Buy |
+50
| New | +$1.56K | ﹤0.01% | 833 |
|