Concurrent Investment Advisors’s Shopify SHOP Stock Holding History

Concurrent Investment Advisors’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.95M	Buy
2025 Q2	$1.67M	Buy
2025 Q1	$1.32M	Buy
2024 Q4	$1.2M	Buy
2024 Q3	$852K	Sell
2024 Q2	$755K	Buy
2024 Q1	$814K	Buy
2023 Q4	$593K	Buy