Everhart Financial Group’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 | $844K | Sell |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $568K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $918K | Sell |
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|
2021
Q2 | $990K | Hold |
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|
2021
Q1 | $750K | Sell |
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|
2020
Q4 | $997K | Buy |
|