Heritage Wealth Advisors’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 | $9.8K | Hold |
|
|||||
|
2025
Q1 | $8.12K | Hold |
|
|||||
|
2024
Q4 | $9.04K | Hold |
|
|||||
|
2024
Q3 | $6.81K | Hold |
|
|||||
|
2024
Q2 | $5.61K | Hold |
|
|||||
|
2024
Q1 | $6.56K | Hold |
|
|||||
|
2023
Q4 | $6.62K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $44K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $113K | Hold |
|
|||||
|
2020
Q3 | $102K | Buy |
|