Icon Wealth Advisors’s Shopify SHOP Stock Holding History

Icon Wealth Advisors’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.01M	Buy
2025 Q1	$4.96M	Sell
2024 Q4	$5.57M	Sell
2024 Q3	$4.21M	Buy
2024 Q2	$2.43M	Buy
2024 Q1	$686K	Buy
2023 Q4	$644K	Buy
2022 Q4	$330K	Sell
2022 Q3	$261K	Buy