Institute for Wealth 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
Q3 | $1.45M | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $728K | Buy |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $381K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $213K | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $297K | Buy |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $946K | Buy |
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|
2021
Q2 | $988K | Buy |
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|
2021
Q1 | $668K | Buy |
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|
2020
Q4 | $662K | Sell |
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|
2020
Q3 | $721K | Sell |
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|
2020
Q2 | $730K | Buy |
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|
2020
Q1 | $319K | Sell |
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|
2019
Q4 | $348K | Buy |
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|
2019
Q3 | $271K | Buy |
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|
2019
Q2 | $257K | Buy |
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