Circle Wealth Management’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 | $2.92M | Sell |
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|
2025
Q1 | $2.74M | Sell |
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|
2024
Q4 | $3.42M | Sell |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $376K | Sell |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $309K | Buy |
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|
2023
Q1 | $225K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $697K | Buy |
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|
2021
Q3 | $677K | Hold |
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|
2021
Q2 | $729K | Buy |
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|
2021
Q1 | $444K | Buy |
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|
2020
Q4 | $428K | Buy |
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|
2020
Q3 | $359K | Hold |
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|
2020
Q2 | $333K | Buy |
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