EverSource 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 | $480K | Buy |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $185K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $110K | Sell |
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|
2023
Q3 | $179K | Sell |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $170K | Buy |
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|
2022
Q4 | $122K | Buy |
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|
2022
Q3 | $79K | Sell |
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|
2022
Q2 | $94K | Buy |
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|
2022
Q1 | $32K | Sell |
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|
2021
Q4 | $79K | Buy |
|