Caldwell Trust’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $178K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $34.3K | Sell |
|
|||||
|
2024
Q3 | $29.9K | Sell |
|
|||||
|
2024
Q2 | $37.5K | Sell |
|
|||||
|
2024
Q1 | $45K | Hold |
|
|||||
|
2023
Q4 | $45.4K | Sell |
|
|||||
|
2023
Q3 | $46.7K | Sell |
|
|||||
|
2023
Q2 | $76.5K | Sell |
|
|||||
|
2023
Q1 | $57.7K | Buy |
|
|||||
|
2022
Q4 | $35.9K | Sell |
|
|||||
|
2022
Q3 | $61.6K | Buy |
|
|||||
|
2022
Q2 | $8.56K | Sell |
|
|||||
|
2022
Q1 | $220K | Buy |
|
|||||
|
2021
Q4 | $364K | Buy |
|
|||||
|
2021
Q3 | $212K | Buy |
|
|||||
|
2021
Q2 | $131K | Buy |
|
|||||
|
2021
Q1 | $31K | Hold |
|
|||||
|
2020
Q4 | $31.7K | Hold |
|
|||||
|
2020
Q3 | $28.6K | Hold |
|
|||||
|
2020
Q2 | $26.6K | Hold |
|
|||||
|
2020
Q1 | $11.7K | Hold |
|
|||||
|
2019
Q4 | $11.1K | Buy |
|