Hartford Financial Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1K | Hold |
136
| – | – | ﹤0.01% | 250 |
|
|
2025
Q4 | $21.9K | Hold |
136
| – | – | 0.01% | 235 |
|
|
2025
Q3 | $20.2K | Hold |
136
| – | – | 0.01% | 240 |
|
|
2025
Q2 | $15.7K | Hold |
136
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $13K | Hold |
136
| – | – | ﹤0.01% | 280 |
|
|
2024
Q4 | $14.5K | Hold |
136
| – | – | ﹤0.01% | 282 |
|
|
2024
Q3 | $10.9K | Hold |
136
| – | – | ﹤0.01% | 297 |
|
|
2024
Q2 | $8.98K | Buy |
136
+36
| +36% | +$2.39K | ﹤0.01% | 304 |
|
|
2024
Q1 | $7.72K | Hold |
100
| – | – | ﹤0.01% | 321 |
|
|
2023
Q4 | $7.79K | Hold |
100
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $5.46K | Sell |
100
-100
| -50% | -$6.06K | ﹤0.01% | 329 |
|
|
2023
Q2 | $12.9K | Buy |
200
+17
| +9% | +$961 | ﹤0.01% | 267 |
|
|
2023
Q1 | $8.77K | Hold |
183
| – | – | ﹤0.01% | 287 |
|
|
2022
Q4 | $6.35K | Buy |
183
+83
| +83% | +$2.83K | ﹤0.01% | 301 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 312 |
|
|
2021
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 275 |
|
|
2021
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 273 |
|
|
2021
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 270 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 294 |
|
|
2020
Q4 | $11K | Buy |
+100
| New | +$10.5K | ﹤0.01% | 283 |
|
|
2020
Q3 | – | Sell |
-1,500
| Closed | -$142K | – | 343 |
|
|
2020
Q2 | $142K | Hold |
1,500
| – | – | 0.05% | 149 |
|
|
2020
Q1 | $63K | Buy |
+1,500
| New | +$67.6K | 0.03% | 174 |
|
Other funds holding SHOP
VCM
