CWM
Congress Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
139,613
+5,968
| +4% | +$688K | 0.16% | 163 |
|
|
2025
Q1 | $12.8M | Buy |
133,645
+7,167
| +6% | +$686K | 0.15% | 167 |
|
|
2024
Q4 | $13.4M | Buy |
+126,478
| New | +$13.4M | 0.18% | 160 |
|
|
2022
Q1 | – | Sell |
-186
| Closed | -$256K | – | 634 |
|
|
2021
Q4 | $256K | Buy |
+186
| New | +$256K | 0.01% | 560 |
|