Carret Asset Management’s Shopify SHOP Stock Holding History

Carret Asset Management’s Portfolio SHOP Stock Details SHOP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$244K	Hold
2025 Q3	$225K	Buy
2022 Q1	–	Sell
2021 Q4	$295K	Hold
2021 Q3	$290K	Sell
2021 Q2	$316K	Buy