Geneos Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $644K | Sell |
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|
2025
Q2 | $647K | Sell |
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|
2025
Q1 | $992K | Buy |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $568K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $168K | Sell |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q3 | $52K | Sell |
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|
2022
Q2 | $125K | Buy |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $552K | Sell |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $818K | Sell |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $651K | Buy |
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|
2020
Q3 | $525K | Sell |
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|
2020
Q2 | $514K | Sell |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | $208K | Buy |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $79K | Buy |
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|
2018
Q2 | $60K | Sell |
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|
2018
Q1 | $197K | Buy |
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|
2017
Q4 | $98K | Sell |
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|
2017
Q3 | $171K | Buy |
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|
2017
Q2 | $78K | Buy |
|