Holistic Financial Partners’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 | $348K | Hold |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $234K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $316K | Sell |
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|
2020
Q3 | $329K | Buy |
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