GoalVest Advisory’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
$59K Hold
2025
Q2
$45.8K Hold
2025
Q1
$37.9K Buy
2024
Q4
$36.9K Hold
2024
Q3
$27.8K Hold
2024
Q2
$22.9K Hold
2024
Q1
$26.8K Hold
2023
Q4
$27K Hold
2023
Q3
$18.9K Sell
2023
Q2
$41.8K Hold
2023
Q1
$31K Buy
2022
Q4
$20.1K Hold
2022
Q3
$16K Hold
2022
Q2
$20K Hold
2022
Q1
$39K Buy
2021
Q2
$85K Hold
2021
Q1
$64K Hold
2020
Q4
$66K Buy