Evercore Wealth Management’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 | $437K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $722K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $570K | Hold |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $605K | Hold |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $16K | Hold |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $9K | Buy |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Buy |
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