EP Wealth Advisors’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 | $1.98M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $907K | Sell |
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|
2023
Q3 | $637K | Sell |
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|
2023
Q2 | $802K | Buy |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $804K | Buy |
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|
2021
Q3 | $681K | Buy |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $275K | Sell |
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|
2020
Q3 | $311K | Buy |
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|
2020
Q2 | $285K | Buy |
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