Compass 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
Q3 | $4.73M | Buy |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $256K | Sell |
|
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $227K | Buy |
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|
2022
Q4 | $150K | Buy |
|