Grassi Investment 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
Q2 | $5.3M | Sell |
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|
2025
Q1 | $4.43M | Buy |
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|
2024
Q4 | $3.72M | Sell |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $540K | Hold |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $385K | Hold |
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|
2020
Q4 | $394K | Hold |
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|
2020
Q3 | $356K | Hold |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $266K | Buy |
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