Congress Wealth Management’s Shopify SHOP Stock Holding History

Congress Wealth Management’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 Q2	$16.1M	Buy
2025 Q1	$12.8M	Buy
2024 Q4	$13.4M	Buy
2022 Q1	–	Sell
2021 Q4	$256K	Buy