EWM
Evermay Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
1,033
| – | – | 0.01% | 244 |
|
|
2025
Q1 | $98.6K | Hold |
1,033
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $110K | Hold |
1,033
| – | – | 0.02% | 249 |
|
|
2024
Q3 | $82.8K | Sell |
1,033
-2,517
| -71% | -$202K | 0.01% | 285 |
|
|
2024
Q2 | $234K | Hold |
3,550
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $274K | Sell |
3,550
-150
| -4% | -$11.6K | 0.04% | 172 |
|
|
2023
Q4 | $288K | Hold |
3,700
| – | – | 0.05% | 150 |
|
|
2023
Q3 | $202K | Hold |
3,700
| – | – | 0.04% | 169 |
|
|
2023
Q2 | $239K | Buy |
3,700
+2,000
| +118% | +$129K | 0.05% | 160 |
|
|
2023
Q1 | $81.5K | Buy |
1,700
+900
| +113% | +$43.1K | 0.02% | 255 |
|
|
2022
Q4 | $27.8K | Buy |
+800
| New | +$27.8K | 0.01% | 342 |
|
|
2022
Q2 | – | Sell |
-17
| Closed | -$11K | – | 561 |
|
|
2022
Q1 | $11K | Sell |
17
-11
| -39% | -$7.12K | ﹤0.01% | 416 |
|
|
2021
Q4 | $39K | Sell |
28
-12
| -30% | -$16.7K | 0.01% | 304 |
|
|
2021
Q3 | $54K | Buy |
+40
| New | +$54K | 0.01% | 255 |
|