EWM
Evercore Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
3,790
-350
| -8% | -$40.4K | 0.01% | 298 |
|
|
2025
Q1 | $395K | Sell |
4,140
-5
| -0.1% | -$477 | 0.01% | 300 |
|
|
2024
Q4 | $441K | Buy |
4,145
+5
| +0.1% | +$532 | 0.01% | 295 |
|
|
2024
Q3 | $332K | Hold |
4,140
| – | – | 0.01% | 327 |
|
|
2024
Q2 | $273K | Sell |
4,140
-2,250
| -35% | -$149K | ﹤0.01% | 351 |
|
|
2024
Q1 | $493K | Sell |
6,390
-2,875
| -31% | -$222K | 0.01% | 285 |
|
|
2023
Q4 | $722K | Buy |
9,265
+5,111
| +123% | +$398K | 0.01% | 246 |
|
|
2023
Q3 | $227K | Buy |
4,154
+14
| +0.3% | +$764 | ﹤0.01% | 366 |
|
|
2023
Q2 | $267K | Sell |
4,140
-511
| -11% | -$33K | ﹤0.01% | 359 |
|
|
2023
Q1 | $223K | Buy |
+4,651
| New | +$223K | ﹤0.01% | 370 |
|
|
2022
Q2 | – | Sell |
-414
| Closed | -$280K | – | 424 |
|
|
2022
Q1 | $280K | Hold |
414
| – | – | 0.01% | 364 |
|
|
2021
Q4 | $570K | Hold |
414
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $561K | Hold |
414
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $605K | Hold |
414
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $458K | Buy |
414
+200
| +93% | +$221K | 0.01% | 305 |
|
|
2020
Q4 | $242K | Hold |
214
| – | – | 0.01% | 391 |
|
|
2020
Q3 | $219K | Hold |
214
| – | – | 0.01% | 352 |
|
|
2020
Q2 | $203K | Buy |
+214
| New | +$203K | 0.01% | 363 |
|
|
2018
Q1 | – | Sell |
-136
| Closed | -$14K | – | 717 |
|
|
2017
Q4 | $14K | Hold |
136
| – | – | ﹤0.01% | 774 |
|
|
2017
Q3 | $16K | Hold |
136
| – | – | ﹤0.01% | 743 |
|
|
2017
Q2 | $12K | Hold |
136
| – | – | ﹤0.01% | 796 |
|
|
2017
Q1 | $9K | Buy |
136
+90
| +196% | +$5.96K | ﹤0.01% | 838 |
|
|
2016
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 953 |
|
|
2016
Q3 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 994 |
|