Douglass Winthrop Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Hold |
18,855
| – | – | 0.04% | 107 |
|
|
2025
Q1 | $1.8M | Sell |
18,855
-200
| -1% | -$19.1K | 0.03% | 110 |
|
|
2024
Q4 | $2.03M | Sell |
19,055
-597
| -3% | -$63.5K | 0.04% | 107 |
|
|
2024
Q3 | $1.57M | Buy |
19,652
+597
| +3% | +$47.8K | 0.03% | 115 |
|
|
2024
Q2 | $1.26M | Buy |
19,055
+1,050
| +6% | +$69.4K | 0.03% | 119 |
|
|
2024
Q1 | $1.39M | Buy |
18,005
+5,970
| +50% | +$461K | 0.03% | 118 |
|
|
2023
Q4 | $938K | Buy |
+12,035
| New | +$938K | 0.02% | 127 |
|
|
2022
Q1 | – | Sell |
-3,270
| Closed | -$450K | – | 282 |
|
|
2021
Q4 | $450K | Hold |
3,270
| – | – | 0.01% | 206 |
|
|
2021
Q3 | $443K | Hold |
3,270
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $478K | Buy |
3,270
+30
| +0.9% | +$4.39K | 0.01% | 202 |
|
|
2021
Q1 | $359K | Buy |
3,240
+120
| +4% | +$13.3K | 0.01% | 219 |
|
|
2020
Q4 | $353K | Buy |
+3,120
| New | +$353K | 0.01% | 215 |
|