Concord Wealth Partners’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
$34.6K Hold
2025
Q1
$28.6K Sell
2024
Q4
$39.1K Hold
2024
Q3
$29.5K Buy
2024
Q2
$19.8K Hold
2024
Q1
$23.2K Sell
2023
Q4
$33.4K Sell
2023
Q3
$34.3K Buy
2023
Q2
$38.8K Hold
2023
Q1
$28.8K Hold
2022
Q4
$20.8K Buy
2022
Q3
Sell
2022
Q2
$17K Sell
2022
Q1
$51K Buy
2021
Q4
$54K Buy
2021
Q3
$28K Sell
2021
Q2
$38K Sell
2021
Q1
$39K Buy
2020
Q4
$23K Buy