Confluence Wealth Services’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 | $1.35M | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $947K | Sell |
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|
2024
Q2 | $793K | Sell |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $938K | Buy |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $242K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $954K | Buy |
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