Caldwell Trust’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-323
|
|
||||
|
2024
Q4 | $34.3K | Sell |
323
-50
|
|
||||
|
2024
Q3 | $29.9K | Sell |
373
-195
|
|
||||
|
2024
Q2 | $37.5K | Sell |
568
-15
|
|
||||
|
2024
Q1 | $45K | Hold |
583
|
|
||||
|
2023
Q4 | $45.4K | Sell |
583
-272
|
|
||||
|
2023
Q3 | $46.7K | Sell |
855
-329
|
|
||||
|
2023
Q2 | $76.5K | Sell |
1,184
-20
|
|
||||
|
2023
Q1 | $57.7K | Buy |
1,204
+169
|
|
||||
|
2022
Q4 | $35.9K | Sell |
1,035
-1,250
|
|
||||
|
2022
Q3 | $61.6K | Buy |
2,285
+2,011
|
|
||||
|
2022
Q2 | $8.56K | Sell |
274
-2,986
|
|
||||
|
2022
Q1 | $220K | Buy |
3,260
+620
|
|
||||
|
2021
Q4 | $364K | Buy |
2,640
+1,080
|
|
||||
|
2021
Q3 | $212K | Buy |
1,560
+660
|
|
||||
|
2021
Q2 | $131K | Buy |
900
+620
|
|
||||
|
2021
Q1 | $31K | Hold |
280
|
|
||||
|
2020
Q4 | $31.7K | Hold |
280
|
|
||||
|
2020
Q3 | $28.6K | Hold |
280
|
|
||||
|
2020
Q2 | $26.6K | Hold |
280
|
|
||||
|
2020
Q1 | $11.7K | Hold |
280
|
|
||||
|
2019
Q4 | $11.1K | Buy |
+280
|
|