Clearstead Advisors’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 | $850K | Sell |
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|
2025
Q1 | $855K | Sell |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $539K | Buy |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $166K | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $890K | Sell |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $723K | Buy |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $44K | Buy |
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