Ferguson Wellman Capital Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
2,450
-951
| -28% | -$110K | 0.01% | 304 |
|
|
2025
Q1 | $325K | Buy |
3,401
+951
| +39% | +$90.8K | 0.01% | 293 |
|
|
2024
Q4 | $261K | Buy |
+2,450
| New | +$261K | 0.01% | 311 |
|
|
2022
Q2 | – | Sell |
-3,690
| Closed | -$249K | – | 331 |
|
|
2022
Q1 | $249K | Buy |
3,690
+10
| +0.3% | +$675 | 0.01% | 302 |
|
|
2021
Q4 | $507K | Hold |
3,680
| – | – | 0.01% | 240 |
|
|
2021
Q3 | $499K | Sell |
3,680
-4,000
| -52% | -$542K | 0.02% | 241 |
|
|
2021
Q2 | $1.12M | Buy |
7,680
+4,220
| +122% | +$617K | 0.04% | 170 |
|
|
2021
Q1 | $383K | Buy |
3,460
+1,660
| +92% | +$184K | 0.01% | 260 |
|
|
2020
Q4 | $204K | Buy |
+1,800
| New | +$204K | 0.01% | 355 |
|