EverSource Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
4,160
+1,350
| +48% | +$156K | 0.02% | 468 |
|
|
2025
Q1 | $268K | Buy |
2,810
+639
| +29% | +$61K | 0.01% | 562 |
|
|
2024
Q4 | $231K | Sell |
2,171
-906
| -29% | -$96.3K | 0.01% | 605 |
|
|
2024
Q3 | $247K | Buy |
3,077
+57
| +2% | +$4.57K | 0.02% | 495 |
|
|
2024
Q2 | $185K | Buy |
3,020
+581
| +24% | +$35.6K | 0.01% | 586 |
|
|
2024
Q1 | $171K | Buy |
2,439
+1,032
| +73% | +$72.4K | 0.01% | 541 |
|
|
2023
Q4 | $110K | Sell |
1,407
-1,874
| -57% | -$146K | 0.01% | 605 |
|
|
2023
Q3 | $179K | Sell |
3,281
-227
| -6% | -$12.4K | 0.02% | 420 |
|
|
2023
Q2 | $227K | Sell |
3,508
-37
| -1% | -$2.39K | 0.03% | 376 |
|
|
2023
Q1 | $170K | Buy |
3,545
+34
| +1% | +$1.63K | 0.02% | 399 |
|
|
2022
Q4 | $122K | Buy |
3,511
+574
| +20% | +$19.9K | 0.02% | 455 |
|
|
2022
Q3 | $79K | Sell |
2,937
-83
| -3% | -$2.23K | 0.02% | 505 |
|
|
2022
Q2 | $94K | Buy |
3,020
+2,550
| +543% | +$79.4K | 0.02% | 390 |
|
|
2022
Q1 | $32K | Sell |
470
-100
| -18% | -$6.81K | 0.01% | 558 |
|
|
2021
Q4 | $79K | Buy |
+570
| New | +$79K | 0.02% | 345 |
|