Beverly Hills Private Wealth’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$617K Sell
2025
Q1
$592K Buy
2024
Q4
$659K Sell
2024
Q3
$505K Buy
2024
Q2
$399K Buy
2024
Q1
$454K Sell
2023
Q4
$610K Sell
2023
Q3
$444K Sell
2023
Q2
$474K Sell
2023
Q1
$414K Buy
2022
Q4
$286K Buy